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
$224M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.47M
3
+$3.27M
4
SHOP icon
Shopify
SHOP
+$2.86M
5
WMT icon
Walmart
WMT
+$2.73M

Top Sells

1
+$5.04M
2
+$4.73M
3
+$3.32M
4
AMZN icon
Amazon
AMZN
+$2.58M
5
EA icon
Electronic Arts
EA
+$1.9M

Sector Composition

1 Technology 29.12%
2 Communication Services 16.86%
3 Consumer Discretionary 14.47%
4 Healthcare 12.37%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$809K 0.36%
24,960
52
$789K 0.35%
5,300
53
$764K 0.34%
3,000
54
$753K 0.34%
6,500
55
$640K 0.29%
2
56
$578K 0.26%
2,300
57
$430K 0.19%
3,100
-225
58
$409K 0.18%
39,000
+1,000
59
$408K 0.18%
27,700
60
$404K 0.18%
7,000
61
$386K 0.17%
6,500
62
$376K 0.17%
2,000
63
$348K 0.16%
13,301
+4,093
64
$339K 0.15%
1,575
-1,525
65
$320K 0.14%
2,750
+180
66
$293K 0.13%
+8,432
67
$234K 0.1%
3,940
-10
68
$230K 0.1%
2,300
-50,375
69
$229K 0.1%
+1,600
70
$223K 0.1%
400
-50
71
$205K 0.09%
+1,125
72
$151K 0.07%
10,000
-2,000
73
$149K 0.07%
10,000
74
$134K 0.06%
+10,000
75
$81K 0.04%
80
+10
1 2
3
4