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
$148M
AUM Growth
-$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$3.35M
3
+$2.48M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.46M
5
PEP icon
PepsiCo
PEP
+$2.01M

Top Sells

1
+$5.9M
2
+$5.66M
3
+$5.21M
4
CCL icon
Carnival Corp
CCL
+$4.11M
5
BAC icon
Bank of America
BAC
+$4M

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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-900
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84
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88
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89
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-12,860
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4