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
$215M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$6.12M
3
+$5.44M
4
AVGO icon
Broadcom
AVGO
+$5.43M
5
PFE icon
Pfizer
PFE
+$4.06M

Top Sells

1
+$5.8M
2
+$3.24M
3
+$3.08M
4
GE icon
GE Aerospace
GE
+$2.37M
5
ACAD icon
Acadia Pharmaceuticals
ACAD
+$2.34M

Sector Composition

1 Communication Services 25.6%
2 Healthcare 17.89%
3 Technology 14.8%
4 Consumer Discretionary 12.32%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.1%
2,000
-500
77
$201K 0.09%
+7,000
78
$133K 0.06%
10,000
79
– –
-1,980
80
– –
-56,850
81
– –
-14,630
82
– –
-133,825
1 2 3
4