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
$201M
AUM Growth
-$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.3M
3
+$2.08M
4
ETSY icon
Etsy
ETSY
+$1.92M
5
RCL icon
Royal Caribbean
RCL
+$1.39M

Top Sells

1
+$4.47M
2
+$2.78M
3
+$2.39M
4
HD icon
Home Depot
HD
+$2.35M
5
MLM icon
Martin Marietta Materials
MLM
+$2.07M

Sector Composition

1 Communication Services 24.29%
2 Consumer Discretionary 17.15%
3 Healthcare 11.27%
4 Technology 10.91%
5 Financials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-31,786
77
– –
-5,270
78
– –
-39,360
79
– –
-7,250
80
– –
-22,400
81
– –
-2,000
82
– –
-5,900
1 2 3
4