HCM

Harvey Capital Management Portfolio holdings

AUM $427M
1-Year Est. Return 23.84%
This Quarter Est. Return
1 Year Est. Return
+23.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.28M
3
+$2.46M
4
NVDA icon
NVIDIA
NVDA
+$2.37M
5
URI icon
United Rentals
URI
+$2.35M

Top Sells

1
+$3.67M
2
+$3.08M
3
+$1.89M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.53M
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$1.11M

Sector Composition

1 Technology 28.98%
2 Financials 15.19%
3 Consumer Discretionary 14.4%
4 Communication Services 14.29%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$993K 0.33%
5,980
52
$928K 0.31%
6,626
-544
53
$867K 0.29%
3,000
54
$856K 0.28%
5,200
55
$837K 0.28%
2
56
$671K 0.22%
+10,600
57
$666K 0.22%
11,900
+5,000
58
$623K 0.21%
41,300
59
$586K 0.19%
2,400
60
$583K 0.19%
15,890
+2,950
61
$572K 0.19%
3,880
+630
62
$509K 0.17%
7,000
63
$469K 0.15%
+2,000
64
$462K 0.15%
+10,000
65
$439K 0.14%
5,430
+625
66
$419K 0.14%
1,500
67
$418K 0.14%
3,100
68
$389K 0.13%
1,100
-100
69
$336K 0.11%
+2,200
70
$302K 0.1%
13,902
-6,554
71
$292K 0.1%
7,000
72
$289K 0.1%
2,000
73
$281K 0.09%
2,900
-2,600
74
$253K 0.08%
+3,300
75
$247K 0.08%
1,125
1 2
3
4