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
$256M
AUM Growth
-$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.06M
3
+$1.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.76M
5
URI icon
United Rentals
URI
+$1.09M

Top Sells

1
+$10.6M
2
+$1.68M
3
+$1.07M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$640K
5
CTRA icon
Coterra Energy
CTRA
+$476K

Sector Composition

1 Technology 28.47%
2 Communication Services 16.11%
3 Financials 11.93%
4 Materials 11.43%
5 Energy 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$929K 0.36%
5,350
52
$923K 0.36%
5,200
53
$817K 0.32%
2
54
$781K 0.3%
8,276
-50
55
$748K 0.29%
33,800
56
$575K 0.22%
2,000
57
$553K 0.22%
5,200
58
$531K 0.21%
+19,400
59
$472K 0.18%
77,000
60
$448K 0.17%
6,415
61
$443K 0.17%
925
62
$422K 0.16%
7,000
63
$414K 0.16%
3,260
-20
64
$396K 0.15%
2,400
65
$367K 0.14%
7,000
66
$331K 0.13%
10,540
67
$293K 0.11%
4,200
68
$285K 0.11%
2,000
69
$279K 0.11%
5,150
-80
70
$266K 0.1%
10,629
-297
71
$255K 0.1%
2,800
72
$231K 0.09%
5,000
73
$208K 0.08%
70,000
74
$99K 0.04%
10,000
75
$32K 0.01%
+1,250
1 2
3
4