HCM
Harvey Capital Management Portfolio holdings
AUM
$427M
1-Year Return
23.84%
This Quarter Return
+13.14%
1 Year Return
+23.84%
3 Year Return
+140.35%
5 Year Return
+229.3%
10 Year Return
+499.86%
AUM
$246M
AUM Growth
+$22.3M
(+10%)
Cap. Flow
+$957K
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
45.33%
Holding
86
New
10
Increased
18
Reduced
29
Closed
12
Top Buys
| 1 |
Bank of America
BAC
|
$5.74M |
| 2 |
JPMorgan Chase
JPM
|
$5.61M |
| 3 |
First Trust Global Wind Energy ETF
FAN
|
$4.88M |
| 4 |
PayPal
PYPL
|
$1.99M |
| 5 |
Amazon
AMZN
|
$1.83M |
Top Sells
| 1 |
3M
MMM
|
$5.03M |
| 2 |
Nutrien
NTR
|
$3.27M |
| 3 |
Shopify
SHOP
|
$2.86M |
| 4 |
Honeywell
HON
|
$2.46M |
| 5 |
IBM
IBM
|
$1.79M |
Sector Composition
| 1 | Technology | 27.66% |
| 2 | Communication Services | 16.97% |
| 3 | Financials | 14.25% |
| 4 | Consumer Discretionary | 14.18% |
| 5 | Healthcare | 11.25% |
