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
$292M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.46M
3
+$2.97M
4
FI icon
Fiserv
FI
+$2.91M
5
CF icon
CF Industries
CF
+$1.83M

Top Sells

1
+$8.18M
2
+$7.28M
3
+$6.71M
4
FAN icon
First Trust Global Wind Energy ETF
FAN
+$4.62M
5
URI icon
United Rentals
URI
+$2.13M

Sector Composition

1 Technology 29.72%
2 Communication Services 16.67%
3 Financials 15.7%
4 Consumer Discretionary 11.97%
5 Healthcare 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$839K 0.29%
5,200
52
$822K 0.28%
2
53
$769K 0.26%
2,000
54
$725K 0.25%
+4,000
55
$657K 0.23%
42,300
+1,000
56
$650K 0.22%
2,400
57
$638K 0.22%
+5,500
58
$628K 0.22%
7,215
-93,979
59
$615K 0.21%
4,095
-6,554
60
$598K 0.2%
15,940
+50
61
$586K 0.2%
2,000
-1,000
62
$517K 0.18%
7,000
63
$504K 0.17%
3,380
-500
64
$449K 0.15%
1,282
-6,093
65
$444K 0.15%
990
-14,952
66
$434K 0.15%
5,430
67
$390K 0.13%
1,515
+15
68
$389K 0.13%
14,000
+7,000
69
$298K 0.1%
+25,000
70
$289K 0.1%
2,000
71
$276K 0.09%
+10,621
72
$256K 0.09%
12,578
-1,324
73
$247K 0.08%
+10,000
74
$241K 0.08%
5,000
-5,000
75
$232K 0.08%
1,125
1 2
3
4