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
$223M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.11M
3
+$3.02M
4
VMC icon
Vulcan Materials
VMC
+$2.59M
5
AGU
Agrium
AGU
+$2.08M

Top Sells

1
+$6.11M
2
+$4.6M
3
+$3.8M
4
AAPL icon
Apple
AAPL
+$3.72M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$3.3M

Sector Composition

1 Communication Services 25.46%
2 Healthcare 16.92%
3 Technology 14.79%
4 Consumer Discretionary 11.28%
5 Materials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.09%
+2,000
77
$202K 0.09%
7,000
78
$200K 0.09%
7,000
79
– –
-130,950
80
– –
-11,500
81
– –
-120,275
82
– –
-19,858
1 2 3
4