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
$267M
AUM Growth
-$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$3.2M
3
+$3M
4
JD icon
JD.com
JD
+$2.83M
5
MA icon
Mastercard
MA
+$2.25M

Top Sells

1
+$10.2M
2
+$5.28M
3
+$3.72M
4
T icon
AT&T
T
+$2.8M
5
AGU
Agrium
AGU
+$2.72M

Sector Composition

1 Communication Services 22.59%
2 Financials 14.92%
3 Technology 14.03%
4 Consumer Discretionary 12.91%
5 Healthcare 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$254K 0.1%
1,000
77
$219K 0.08%
2,000
78
$204K 0.08%
3,120
79
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-205,450
80
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-809
81
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-2,000
82
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-4,000
83
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-6,000
84
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-10,000
85
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-39,200
86
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-5,926
87
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-3,700
88
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-2,500
89
– –
-35,100
90
– –
-23,695
1 2 3
4