HCM
Harvey Capital Management Portfolio holdings
AUM
$427M
This Quarter Return
+11.9%
1 Year Return
+23.84%
3 Year Return
+140.35%
5 Year Return
+229.3%
10 Year Return
+499.86%
AUM
$225M
AUM Growth
+$225M
(+12%)
Cap. Flow
+$4.68M
Cap. Flow
% of AUM
2.08%
Top 10 Holdings %
Top 10 Hldgs %
46.71%
Holding
81
New
7
Increased
13
Reduced
19
Closed
4
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$3.95M |
| 2 |
Oracle
ORCL
|
$3.22M |
| 3 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$3.01M |
| 4 |
PayPal
PYPL
|
$2.22M |
| 5 |
Adobe
ADBE
|
$2.01M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$6.12M |
| 2 |
Nutrien
NTR
|
$4.95M |
| 3 |
Diamondback Energy
FANG
|
$2.6M |
| 4 |
Caterpillar
CAT
|
$2.4M |
| 5 |
Carnival Corp
CCL
|
$1.36M |
Sector Composition
| 1 | Communication Services | 23.48% |
| 2 | Consumer Discretionary | 19.93% |
| 3 | Technology | 14.85% |
| 4 | Financials | 12.02% |
| 5 | Healthcare | 11.69% |
