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
$231M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.79M
3
+$1.15M
4
ORCL icon
Oracle
ORCL
+$456K
5
WMT icon
Walmart
WMT
+$51.9K

Top Sells

1
+$2.98M
2
+$2.44M
3
+$2.22M
4
INSW icon
International Seaways
INSW
+$2.18M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.12M

Sector Composition

1 Technology 27.24%
2 Communication Services 14.59%
3 Materials 13.12%
4 Financials 12.92%
5 Energy 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$893K 0.39%
5,350
52
$849K 0.37%
5,200
53
$848K 0.37%
13,890
+7,475
54
$812K 0.35%
2
55
$695K 0.3%
7,376
-900
56
$676K 0.29%
2,460
-5,067
57
$668K 0.29%
32,600
-1,200
58
$539K 0.23%
2,000
59
$521K 0.23%
19,400
60
$502K 0.22%
4,900
-300
61
$404K 0.18%
7,000
62
$403K 0.17%
855
-70
63
$387K 0.17%
3,260
64
$361K 0.16%
4,200
65
$319K 0.14%
10,540
66
$306K 0.13%
7,000
67
$291K 0.13%
38,500
-38,500
68
$265K 0.11%
10,631
+2
69
$246K 0.11%
5,150
70
$241K 0.1%
2,800
71
$236K 0.1%
2,000
72
$214K 0.09%
5,000
73
$167K 0.07%
70,000
74
$122K 0.05%
10,000
75
$23K 0.01%
400
1 2
3
4