HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 35.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$2.77M
3
+$1.89M
4
HALO icon
Halozyme
HALO
+$1.89M
5
TTPH
Tetraphase Pharmaceuticals, Inc.
TTPH
+$1.61M

Top Sells

1
+$3.6M
2
+$1.86M
3
+$857K
4
IRWD icon
Ironwood Pharmaceuticals
IRWD
+$673K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$652K

Sector Composition

1 Healthcare 26.72%
2 Technology 19.47%
3 Energy 14.33%
4 Communication Services 9.64%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$239K 0.1%
+3,000
77
$232K 0.1%
+5,000
78
$217K 0.09%
8,800
-400
79
$29K 0.01%
3,333
80
– –
-8,600
81
– –
-67,939
1 2 3
4