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
$248M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.96M
3
+$2.92M
4
AKAM icon
Akamai
AKAM
+$2.32M
5
LOW icon
Lowe's Companies
LOW
+$1.23M

Top Sells

1
+$2.52M
2
+$2.45M
3
+$1.82M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.57M
5
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$1.24M

Sector Composition

1 Communication Services 19.32%
2 Technology 16.42%
3 Healthcare 15.68%
4 Consumer Discretionary 11.78%
5 Materials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$208K 0.08%
7,000
77
$156K 0.06%
4,000
78
– –
-53,500
79
– –
-7,000
80
– –
-10,000
81
– –
-30,800
82
– –
-19,400
83
– –
-4,000
84
– –
-133,925
85
– –
-13,500
1 2 3
4