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
$425M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$4.73M
3
+$3.13M
4
HPE icon
Hewlett Packard
HPE
+$2.58M
5
NVGS icon
Navigator Holdings
NVGS
+$2.5M

Top Sells

1
+$6.65M
2
+$1.93M
3
+$1.78M
4
TEN
Tsakos Energy Navigation Ltd
TEN
+$1.77M
5
ARGX icon
argenx
ARGX
+$1.56M

Sector Composition

1 Technology 38.24%
2 Communication Services 16%
3 Consumer Discretionary 11.4%
4 Financials 9.76%
5 Healthcare 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.28%
5,300
52
$1.06M 0.25%
2,375
+490
53
$1.04M 0.24%
+22,105
54
$952K 0.22%
267,390
+249,790
55
$905K 0.21%
24,899
56
$894K 0.21%
+12,700
57
$860K 0.2%
51,490
+700
58
$797K 0.19%
870
59
$791K 0.19%
1,025
60
$757K 0.18%
3,255
61
$723K 0.17%
5,000
62
$711K 0.17%
7,000
63
$683K 0.16%
19,150
64
$576K 0.14%
3,517
-281
65
$544K 0.13%
+20,500
66
$488K 0.11%
9,815
-23,246
67
$421K 0.1%
+11,300
68
$419K 0.1%
1,000
69
$398K 0.09%
4,115
70
$383K 0.09%
750
71
$369K 0.09%
9,285
-30,910
72
$354K 0.08%
+12,900
73
$342K 0.08%
1,000
74
$315K 0.07%
1,300
+250
75
$309K 0.07%
2,000
1 2
3
4