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
$239M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$1.73M
3
+$1.38M
4
MLM icon
Martin Marietta Materials
MLM
+$1.33M
5
BAC icon
Bank of America
BAC
+$1.21M

Top Sells

1
+$1.96M
2
+$1.35M
3
+$852K
4
INSW icon
International Seaways
INSW
+$770K
5
MU icon
Micron Technology
MU
+$715K

Sector Composition

1 Technology 25.25%
2 Financials 15.16%
3 Communication Services 13.4%
4 Materials 12.67%
5 Energy 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$937K 0.39%
2
52
$919K 0.38%
5,200
53
$785K 0.33%
+10,095
54
$784K 0.33%
5,730
-3,175
55
$694K 0.29%
32,600
56
$660K 0.28%
1,960
-500
57
$652K 0.27%
2,000
58
$602K 0.25%
19,400
59
$517K 0.22%
4,900
60
$474K 0.2%
12,800
-20,800
61
$425K 0.18%
930
+75
62
$410K 0.17%
7,000
63
$406K 0.17%
3,260
64
$359K 0.15%
2,000
65
$359K 0.15%
+2,500
66
$359K 0.15%
7,000
67
$333K 0.14%
9,740
-800
68
$316K 0.13%
18,550
-50,020
69
$311K 0.13%
2,800
70
$299K 0.13%
4,200
71
$266K 0.11%
10,635
+4
72
$265K 0.11%
5,000
73
$247K 0.1%
5,150
74
$233K 0.1%
2,681
-4,695
75
$229K 0.1%
+2,268
1 2
3
4