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
$284M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.32M
3
+$3.24M
4
ADSK icon
Autodesk
ADSK
+$2.64M
5
HRI icon
Herc Holdings
HRI
+$2.5M

Top Sells

1
+$7.4M
2
+$4.61M
3
+$2.93M
4
FIS icon
Fidelity National Information Services
FIS
+$1.29M
5
VZ icon
Verizon
VZ
+$952K

Sector Composition

1 Technology 27.48%
2 Communication Services 15.03%
3 Financials 11.78%
4 Consumer Discretionary 10.07%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$988K 0.35%
5,350
52
$779K 0.27%
5,000
-200
53
$565K 0.2%
8,300
-800
54
$537K 0.19%
1,066
55
$534K 0.19%
3,255
-5
56
$504K 0.18%
13,750
57
$502K 0.18%
4,900
58
$492K 0.17%
870
-30
59
$491K 0.17%
+1,200
60
$479K 0.17%
7,000
61
$433K 0.15%
+11,400
62
$382K 0.13%
2,500
63
$372K 0.13%
1,000
64
$288K 0.1%
2,800
65
$270K 0.1%
4,115
-35
66
$269K 0.09%
750
67
$250K 0.09%
5,000
68
$236K 0.08%
1,200
69
$227K 0.08%
3,300
70
$81.2K 0.03%
70,000
71
$4.91K ﹤0.01%
1,250
72
– –
-19,600
73
– –
-17,400
74
– –
-2,681
75
– –
-23,570
1 2
3
4