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
$400M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$5.11M
3
+$3.1M
4
DELL icon
Dell
DELL
+$2.85M
5
NICE icon
Nice
NICE
+$2.6M

Top Sells

1
+$3.49M
2
+$2.45M
3
+$2.22M
4
BAC icon
Bank of America
BAC
+$2.18M
5
SU icon
Suncor Energy
SU
+$1.77M

Sector Composition

1 Technology 37.35%
2 Communication Services 14.52%
3 Consumer Discretionary 10.82%
4 Financials 9.81%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.26%
24,899
52
$976K 0.24%
1,885
53
$908K 0.23%
1,025
54
$861K 0.22%
50,790
+18,450
55
$831K 0.21%
6,978
-72
56
$810K 0.2%
5,000
57
$771K 0.19%
870
58
$735K 0.18%
3,255
59
$707K 0.18%
19,150
-48,013
60
$670K 0.17%
7,000
61
$655K 0.16%
3,798
-1,675
62
$477K 0.12%
1,000
63
$462K 0.12%
+27,450
64
$372K 0.09%
4,115
65
$366K 0.09%
750
66
$318K 0.08%
2,800
67
$280K 0.07%
1,000
68
$274K 0.07%
3,300
69
$273K 0.07%
2,510
-90
70
$255K 0.06%
1,050
71
$242K 0.06%
2,000
72
$230K 0.06%
2,000
73
$205K 0.05%
1,150
74
$155K 0.04%
30,000
-429,429
75
$87.6K 0.02%
+17,600
1 2
3
4