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
$224M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.47M
3
+$3.27M
4
SHOP icon
Shopify
SHOP
+$2.86M
5
WMT icon
Walmart
WMT
+$2.73M

Top Sells

1
+$5.04M
2
+$4.73M
3
+$3.32M
4
AMZN icon
Amazon
AMZN
+$2.58M
5
EA icon
Electronic Arts
EA
+$1.9M

Sector Composition

1 Technology 29.12%
2 Communication Services 16.86%
3 Consumer Discretionary 14.47%
4 Healthcare 12.37%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$45K 0.02%
20,101
-39,695
77
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-38,500
78
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-23,200
79
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-2,000
80
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-3,042
81
– –
-3,100
82
– –
-6,984
83
– –
-11,500
84
– –
-7,200
85
– –
-10,000
1 2 3
4