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
$202M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.83M
3
+$3.34M
4
JPM icon
JPMorgan Chase
JPM
+$2.85M
5
V icon
Visa
V
+$2.66M

Top Sells

1
+$2.76M
2
+$2.48M
3
+$2.48M
4
EA icon
Electronic Arts
EA
+$1.32M
5
OUT icon
Outfront Media
OUT
+$1.06M

Sector Composition

1 Technology 24.84%
2 Communication Services 23.1%
3 Consumer Discretionary 14.44%
4 Healthcare 13.19%
5 Financials 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-13,500
77
– –
-80,059
78
– –
-16,800
79
– –
-4,850
1 2 3
4