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
$225M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.22M
3
+$3.01M
4
PYPL icon
PayPal
PYPL
+$2.22M
5
ADBE icon
Adobe
ADBE
+$2.01M

Top Sells

1
+$6.12M
2
+$4.95M
3
+$2.6M
4
CAT icon
Caterpillar
CAT
+$2.4M
5
CCL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$729K 0.32%
5,000
52
$679K 0.3%
2
53
$671K 0.3%
14,000
+6,000
54
$666K 0.3%
24,960
55
$656K 0.29%
+1,530
56
$636K 0.28%
4,400
57
$622K 0.28%
3,042
58
$524K 0.23%
6,260
-1,200
59
$470K 0.21%
80,000
60
$415K 0.18%
3,325
61
$378K 0.17%
2,500
62
$378K 0.17%
5,000
63
$374K 0.17%
2,300
64
$364K 0.16%
25,200
65
$359K 0.16%
3,814
66
$338K 0.15%
7,000
67
$299K 0.13%
2,000
68
$293K 0.13%
4,000
69
$292K 0.13%
2,500
70
$270K 0.12%
2,113
-31
71
$252K 0.11%
10,000
72
$251K 0.11%
900
-3,000
73
$227K 0.1%
2,620
74
$221K 0.1%
2,000
75
$200K 0.09%
3,666
-6,962
1 2
3
4