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
$272M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$4.64M
3
+$4.24M
4
PRU icon
Prudential Financial
PRU
+$3.71M
5
PFPT
Proofpoint, Inc.
PFPT
+$3.62M

Top Sells

1
+$15.4M
2
+$9.44M
3
+$4.36M
4
QCOM icon
Qualcomm
QCOM
+$3.3M
5
ACAD icon
Acadia Pharmaceuticals
ACAD
+$2.42M

Sector Composition

1 Healthcare 26.25%
2 Technology 19.76%
3 Communication Services 15.62%
4 Industrials 7.91%
5 Energy 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$241K 0.09%
+5,000
77
$240K 0.09%
3,000
-500
78
$209K 0.08%
7,625
79
$204K 0.08%
+3,000
80
$134K 0.05%
+3,750
81
$30K 0.01%
3,333
82
– –
-2,130
83
– –
-431,475
84
– –
-1,389,650
1 2 3
4