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
$200M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$4.31M
2 +$1.29M
3 +$481K
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$408K
5
DIS icon
Walt Disney
DIS
+$342K

Top Sells

1 +$2.5M
2 +$2.12M
3 +$1.21M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$1.21M
5
AAPL icon
Apple
AAPL
+$1.06M

Sector Composition

1 Healthcare 25.24%
2 Technology 23.11%
3 Communication Services 20.63%
4 Consumer Discretionary 10.38%
5 Industrials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-32,976
77
-1,171