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
$382M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$5.03M
3
+$2.59M
4
NVGS icon
Navigator Holdings
NVGS
+$1.4M
5
INSW icon
International Seaways
INSW
+$1.1M

Top Sells

1
+$2.81M
2
+$2.6M
3
+$2.58M
4
HALO icon
Halozyme
HALO
+$2.31M
5
MSFT icon
Microsoft
MSFT
+$2.15M

Sector Composition

1 Technology 35.8%
2 Communication Services 14.9%
3 Financials 11.21%
4 Consumer Discretionary 10.82%
5 Healthcare 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.29%
9,916
-1,116
52
$1.1M 0.29%
+33,275
53
$989K 0.26%
24,899
54
$926K 0.24%
2,415
+40
55
$907K 0.24%
22,580
+475
56
$829K 0.22%
5,000
57
$805K 0.21%
975
-50
58
$647K 0.17%
6,975
-25
59
$642K 0.17%
3,110
-145
60
$608K 0.16%
643
-227
61
$588K 0.15%
17,000
+4,100
62
$578K 0.15%
+1,320
63
$466K 0.12%
1,000
64
$439K 0.11%
11,325
-7,825
65
$405K 0.11%
10,585
+1,300
66
$377K 0.1%
3,905
-210
67
$375K 0.1%
1,300
68
$353K 0.09%
1,000
69
$298K 0.08%
16,800
-34,690
70
$292K 0.08%
2,000
71
$272K 0.07%
+1,625
72
$270K 0.07%
3,300
73
$265K 0.07%
2,000
74
$265K 0.07%
2,510
75
$251K 0.07%
2,800
1 2
3
4