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
$301M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$3.21M
3
+$3.05M
4
NEM icon
Newmont
NEM
+$2.35M
5
AMZN icon
Amazon
AMZN
+$1.76M

Top Sells

1
+$5.32M
2
+$2.45M
3
+$1.39M
4
URI icon
United Rentals
URI
+$805K
5
PXD
Pioneer Natural Resource Co.
PXD
+$725K

Sector Composition

1 Technology 30.14%
2 Communication Services 15.08%
3 Financials 12.38%
4 Consumer Discretionary 11.74%
5 Materials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.37%
5,350
52
$1.09M 0.36%
2
53
$943K 0.31%
+17,198
54
$784K 0.26%
5,000
55
$741K 0.25%
33,340
-15,500
56
$627K 0.21%
3,255
57
$574K 0.19%
870
58
$561K 0.19%
1,066
59
$544K 0.18%
1,200
60
$526K 0.17%
7,000
61
$498K 0.17%
2,500
62
$411K 0.14%
1,000
63
$307K 0.1%
750
64
$305K 0.1%
2,800
65
$299K 0.1%
4,115
66
$282K 0.09%
2,600
-2,300
67
$243K 0.08%
+1,400
68
$238K 0.08%
3,300
69
$213K 0.07%
+3,775
70
$207K 0.07%
+5,500
71
$52.9K 0.02%
70,000
72
$5.23K ﹤0.01%
1,250
73
– –
-13,750
74
– –
-11,400
75
– –
-1,200
1 2
3
4