HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 35.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$3.34M
3
+$2.45M
4
CLX icon
Clorox
CLX
+$2.36M
5
META icon
Meta Platforms (Facebook)
META
+$2.29M

Top Sells

1
+$6.33M
2
+$5.62M
3
+$5.21M
4
C icon
Citigroup
C
+$5.18M
5
CCL icon
Carnival Corp
CCL
+$4.11M

Sector Composition

1 Communication Services 26.22%
2 Technology 22.42%
3 Healthcare 15.05%
4 Consumer Discretionary 12.75%
5 Consumer Staples 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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