HCM

Harvey Capital Management Portfolio holdings

AUM $427M
1-Year Est. Return 23.84%
This Quarter Est. Return
1 Year Est. Return
+23.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$6.99M
2 +$4.3M
3 +$3.47M
4
RH icon
RH
RH
+$2.88M
5
ORCL icon
Oracle
ORCL
+$733K

Top Sells

1 +$5.54M
2 +$4.51M
3 +$3.83M
4
PFPT
Proofpoint, Inc.
PFPT
+$3.53M
5
CEMP
Cempra, Inc.
CEMP
+$3.49M

Sector Composition

1 Healthcare 27.87%
2 Communication Services 18.94%
3 Technology 18.55%
4 Consumer Discretionary 11.17%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$230K 0.09%
3,814
77
$217K 0.09%
1,171
78
$207K 0.08%
7,625
79
$207K 0.08%
7,000
80
$106K 0.04%
3,500
-2,875
81
-40,350
82
-54,750
83
-11,550
84
-40,465
85
-10,000