HCM
Harvey Capital Management Portfolio holdings
AUM
$427M
This Quarter Return
+11.11%
1 Year Return
+23.84%
3 Year Return
+140.35%
5 Year Return
+229.3%
10 Year Return
+499.86%
AUM
$380M
AUM Growth
+$38.7M
(+11%)
Cap. Flow
+$7.64M
Cap. Flow
% of AUM
2.01%
Top 10 Holdings %
Top 10 Hldgs %
55.05%
Holding
83
New
6
Increased
8
Reduced
39
Closed
6
Top Buys
| 1 |
argenx
ARGX
|
$6.07M |
| 2 |
Zoom
ZM
|
$4.27M |
| 3 |
Suncor Energy
SU
|
$2.33M |
| 4 |
TEN
Tsakos Energy Navigation Ltd.
TEN
|
$2.24M |
| 5 |
Agnico Eagle Mines
AEM
|
$1.8M |
Top Sells
| 1 |
RTX Corp
RTX
|
$1.9M |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.68M |
| 3 |
Bristol-Myers Squibb
BMY
|
$1.57M |
| 4 |
Teekay Tankers
TNK
|
$1.13M |
| 5 |
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% |
