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
$225M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.22M
3
+$3.01M
4
PYPL icon
PayPal
PYPL
+$2.22M
5
ADBE icon
Adobe
ADBE
+$2.01M

Top Sells

1
+$6.12M
2
+$4.95M
3
+$2.6M
4
CAT icon
Caterpillar
CAT
+$2.4M
5
CCL icon
Carnival Corp
CCL
+$1.36M

Sector Composition

1 Communication Services 23.48%
2 Consumer Discretionary 19.93%
3 Technology 14.85%
4 Financials 12.02%
5 Healthcare 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$185K 0.08%
+61,596
77
$173K 0.08%
10,000
78
– –
-2,140
79
– –
-99,251
80
– –
-13,100
81
– –
-61,626
1 2 3
4