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
$380M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.27M
3
+$2.33M
4
TEN
Tsakos Energy Navigation Ltd
TEN
+$2.24M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.8M

Top Sells

1
+$1.9M
2
+$1.68M
3
+$1.57M
4
TNK icon
Teekay Tankers
TNK
+$1.13M
5
FSLR icon
First Solar
FSLR
+$1.01M

Sector Composition

1 Technology 34.9%
2 Communication Services 14.13%
3 Consumer Discretionary 11.04%
4 Financials 10.44%
5 Healthcare 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.3%
46,070
-6,971
52
$1.1M 0.29%
5,473
-3,302
53
$1.05M 0.28%
1,885
-75
54
$1.01M 0.27%
24,899
55
$1.01M 0.26%
7,050
56
$928K 0.24%
1,025
57
$806K 0.21%
28,800
-5,750
58
$739K 0.19%
870
59
$736K 0.19%
3,255
60
$731K 0.19%
5,000
61
$648K 0.17%
7,000
62
$590K 0.16%
32,340
-1,000
63
$561K 0.15%
1,200
64
$529K 0.14%
+59,000
65
$448K 0.12%
8,450
-420
66
$439K 0.12%
1,000
67
$383K 0.1%
+1,000
68
$359K 0.09%
750
69
$352K 0.09%
4,115
70
$347K 0.09%
2,800
71
$277K 0.07%
2,600
72
$270K 0.07%
2,000
73
$256K 0.07%
1,150
74
$253K 0.07%
3,300
75
$226K 0.06%
1,050
1 2
3
4