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
$276M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$6.04M
3
+$4.17M
4
SWKS icon
Skyworks Solutions
SWKS
+$3.38M
5
VZ icon
Verizon
VZ
+$3.25M

Top Sells

1
+$7.64M
2
+$4.45M
3
+$1.88M
4
SKX
Skechers
SKX
+$1.85M
5
AKAM icon
Akamai
AKAM
+$1.42M

Sector Composition

1 Communication Services 24.1%
2 Technology 14.3%
3 Healthcare 12.83%
4 Financials 12.08%
5 Consumer Discretionary 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$262K 0.09%
3,120
-850
77
$259K 0.09%
6,800
-2,000
78
$248K 0.09%
1,000
79
$213K 0.08%
+2,000
80
$207K 0.08%
2,000
81
$163K 0.06%
+35,100
82
$98K 0.04%
2,500
-1,500
83
– –
-5,217
84
– –
-7,000
85
– –
-10,000
1 2 3
4