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
$202M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.83M
3
+$3.34M
4
JPM icon
JPMorgan Chase
JPM
+$2.85M
5
V icon
Visa
V
+$2.66M

Top Sells

1
+$2.76M
2
+$2.48M
3
+$2.48M
4
EA icon
Electronic Arts
EA
+$1.32M
5
OUT icon
Outfront Media
OUT
+$1.06M

Sector Composition

1 Technology 24.84%
2 Communication Services 23.1%
3 Consumer Discretionary 14.44%
4 Healthcare 13.19%
5 Financials 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$570K 0.28%
3,042
52
$534K 0.26%
2
53
$533K 0.26%
+3,100
54
$443K 0.22%
38,000
+6,600
55
$430K 0.21%
2,300
56
$408K 0.2%
27,700
+2,500
57
$397K 0.2%
3,325
58
$397K 0.2%
2,000
59
$363K 0.18%
7,000
60
$358K 0.18%
6,500
-1,000
61
$280K 0.14%
+450
62
$269K 0.13%
+3,100
63
$268K 0.13%
+2,570
64
$254K 0.13%
+11,500
65
$241K 0.12%
+9,208
66
$239K 0.12%
+1,000
67
$214K 0.11%
2,000
68
$214K 0.11%
59,796
-900
69
$213K 0.11%
+3,950
70
$175K 0.09%
+12,000
71
$106K 0.05%
10,000
72
$79K 0.04%
+10,000
73
$77K 0.04%
+70
74
– –
-2,000
75
– –
-14,300
1 2
3
4