HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 35.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.69M
3
+$2.58M
4
BAC icon
Bank of America
BAC
+$2.01M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.69M

Top Sells

1
+$6.24M
2
+$6.01M
3
+$4.61M
4
MS icon
Morgan Stanley
MS
+$3.95M
5
DD icon
DuPont de Nemours
DD
+$1.61M

Sector Composition

1 Communication Services 24.16%
2 Consumer Discretionary 13.81%
3 Financials 11.94%
4 Technology 9.58%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$209K 0.1%
2,620
77
$206K 0.1%
2,000
78
$116K 0.06%
+10,000
79
– –
-10,781
80
– –
-21,450
81
– –
-93,540
82
– –
-3,040
83
– –
-84,250
84
– –
-87,300
85
– –
-33,015
1 2 3
4