HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 35.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.95%
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
+$5.71M
2
+$4.82M
3
+$3.41M
4
JPM icon
JPMorgan Chase
JPM
+$2.87M
5
V icon
Visa
V
+$2.52M

Top Sells

1
+$2.75M
2
+$2.48M
3
+$2.4M
4
EA icon
Electronic Arts
EA
+$1.18M
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