HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 36.59%
This Quarter Est. Return
1 Year Est. Return
+36.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.22M
3
+$1.7M
4
MSFT icon
Microsoft
MSFT
+$1.61M
5
HD icon
Home Depot
HD
+$1.38M

Top Sells

1
+$8.6M
2
+$3.58M
3
+$3.33M
4
CELG
Celgene Corp
CELG
+$1.8M
5
ZION icon
Zions Bancorporation
ZION
+$1.36M

Sector Composition

1 Communication Services 21.85%
2 Financials 14.25%
3 Consumer Discretionary 13.05%
4 Technology 12.24%
5 Industrials 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$710K 0.34%
7,460
52
$700K 0.34%
87,300
-8,950
53
$618K 0.3%
+24,500
54
$602K 0.29%
2
55
$499K 0.24%
4,500
+100
56
$489K 0.24%
3,042
57
$458K 0.22%
8,500
+875
58
$453K 0.22%
2,500
59
$389K 0.19%
+15,650
60
$366K 0.18%
4,514
+700
61
$360K 0.17%
25,200
62
$359K 0.17%
80,000
63
$349K 0.17%
5,000
64
$347K 0.17%
7,650
-29,885
65
$345K 0.17%
3,325
66
$342K 0.16%
2,140
67
$335K 0.16%
2,489
-1,674
68
$301K 0.14%
7,000
69
$279K 0.13%
2,500
70
$276K 0.13%
4,000
71
$252K 0.12%
2,000
72
$249K 0.12%
+2,000
73
$221K 0.11%
2,000
74
$212K 0.1%
5,270
75
$207K 0.1%
+2,620
1 2
3
4