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
$208M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.22M
3
+$1.7M
4
MSFT icon
Microsoft
MSFT
+$1.61M
5
HD icon
Home Depot
HD
+$1.38M

Top Sells

1
+$8.6M
2
+$3.58M
3
+$3.33M
4
CELG
Celgene Corp
CELG
+$1.8M
5
ZION icon
Zions Bancorporation
ZION
+$1.36M

Sector Composition

1 Communication Services 21.85%
2 Financials 14.25%
3 Consumer Discretionary 13.05%
4 Technology 12.24%
5 Industrials 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.1%
+4,300
77
$102K 0.05%
3,040
-80
78
– –
-6,000
79
– –
-36,200
80
– –
-35,525
81
– –
-38,740
82
– –
-20,835
83
– –
-14,090
1 2 3
4