HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 36.59%
This Quarter Est. Return
1 Year Est. Return
+36.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.72M
3
+$3.34M
4
STNG icon
Scorpio Tankers
STNG
+$2.44M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.27M

Top Sells

1
+$4.55M
2
+$3.62M
3
+$2.95M
4
NEM icon
Newmont
NEM
+$2.35M
5
SBUX icon
Starbucks
SBUX
+$1.71M

Sector Composition

1 Technology 31.66%
2 Communication Services 13.98%
3 Financials 12.14%
4 Consumer Discretionary 12.08%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.32%
5,350
52
$989K 0.29%
1,960
53
$959K 0.28%
34,550
-5,400
54
$905K 0.26%
+7,050
55
$797K 0.23%
+1,025
56
$791K 0.23%
5,000
57
$727K 0.21%
+8,870
58
$720K 0.21%
33,340
59
$678K 0.2%
3,255
60
$637K 0.19%
870
61
$612K 0.18%
6,700
-18,700
62
$591K 0.17%
7,000
63
$546K 0.16%
1,200
64
$464K 0.14%
1,000
65
$369K 0.11%
2,800
66
$336K 0.1%
4,115
67
$333K 0.1%
750
68
$323K 0.09%
2,000
-500
69
$305K 0.09%
1,150
-250
70
$280K 0.08%
2,600
71
$252K 0.07%
3,300
72
$231K 0.07%
5,500
73
$221K 0.06%
+6,000
74
$220K 0.06%
+900
75
$216K 0.06%
+1,050
1 2
3
4