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
$233M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.54M
3
+$1.79M
4
DD icon
DuPont de Nemours
DD
+$1.62M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.57M

Top Sells

1
+$8.95M
2
+$3.35M
3
+$2.73M
4
BKNG icon
Booking.com
BKNG
+$1.86M
5
AERI
Aerie Pharmaceuticals
AERI
+$1.6M

Sector Composition

1 Communication Services 20.74%
2 Healthcare 15.99%
3 Technology 14.53%
4 Consumer Discretionary 11.88%
5 Materials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.1%
7,625
77
$236K 0.1%
4,000
78
$220K 0.09%
13,500
79
$218K 0.09%
2,000
80
$207K 0.09%
+1,000
81
$203K 0.09%
7,000
82
– –
-50,666
83
– –
-104,000
84
– –
-7,000
1 2 3
4