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
$323M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.33M
3
+$3.79M
4
URI icon
United Rentals
URI
+$2.77M
5
CTRA icon
Coterra Energy
CTRA
+$1.79M

Top Sells

1
+$4.53M
2
+$3.61M
3
+$2.45M
4
DKNG icon
DraftKings
DKNG
+$1.19M
5
NEM icon
Newmont
NEM
+$857K

Sector Composition

1 Technology 31.44%
2 Communication Services 15.37%
3 Financials 14.08%
4 Healthcare 10.16%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$907K 0.28%
35,000
52
$901K 0.28%
2
53
$889K 0.28%
5,200
54
$693K 0.21%
3,995
-100
55
$692K 0.21%
2,000
56
$639K 0.2%
5,500
57
$622K 0.19%
15,940
58
$609K 0.19%
2,400
59
$587K 0.18%
3,380
60
$585K 0.18%
7,000
61
$576K 0.18%
6,615
-600
62
$570K 0.18%
1,005
+15
63
$507K 0.16%
2,000
64
$421K 0.13%
5,430
65
$413K 0.13%
7,000
+2,000
66
$324K 0.1%
25,000
67
$287K 0.09%
5,000
68
$277K 0.09%
+1,100
69
$272K 0.08%
10,625
+4
70
$243K 0.08%
1,600
+85
71
$236K 0.07%
1,000
-125
72
$218K 0.07%
+550
73
$209K 0.06%
11,254
-1,324
74
$205K 0.06%
7,000
-7,000
75
$200K 0.06%
+1,425
1 2
3
4