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
$246M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$5.61M
3
+$4.88M
4
PYPL icon
PayPal
PYPL
+$1.99M
5
AMZN icon
Amazon
AMZN
+$1.83M

Top Sells

1
+$5.03M
2
+$3.27M
3
+$2.86M
4
HON icon
Honeywell
HON
+$2.46M
5
IBM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$873K 0.35%
5,980
-34,421
52
$786K 0.32%
5,000
-300
53
$761K 0.31%
6,500
54
$749K 0.3%
3,000
55
$695K 0.28%
2
56
$511K 0.21%
2,300
57
$508K 0.21%
+2,000
58
$446K 0.18%
7,000
59
$446K 0.18%
39,000
60
$431K 0.17%
3,100
61
$405K 0.16%
6,900
+400
62
$382K 0.16%
+2,500
63
$360K 0.15%
13,715
+414
64
$357K 0.14%
2,750
65
$345K 0.14%
+1,100
66
$339K 0.14%
2,000
67
$333K 0.14%
1,500
-75
68
$329K 0.13%
+17,560
69
$302K 0.12%
+20,000
70
$265K 0.11%
3,940
71
$224K 0.09%
1,125
72
$209K 0.08%
850
-750
73
$78K 0.03%
150
+70
74
$13K 0.01%
19,201
-900
75
– –
-9,025
1 2
3
4