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
$246M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$5.61M
3
+$4.88M
4
PYPL icon
PayPal
PYPL
+$1.99M
5
AMZN icon
Amazon
AMZN
+$1.83M

Top Sells

1
+$5.03M
2
+$3.27M
3
+$2.86M
4
HON icon
Honeywell
HON
+$2.46M
5
IBM icon
IBM
IBM
+$1.79M

Sector Composition

1 Technology 27.66%
2 Communication Services 16.97%
3 Financials 14.25%
4 Consumer Discretionary 14.18%
5 Healthcare 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-24,765
77
– –
-2,300
78
– –
-83,250
79
– –
-8,432
80
– –
-10,000
81
– –
-400
82
– –
-28,000
83
– –
-10,000
84
– –
-2,040
85
– –
-10,000
86
– –
-27,700
1 2 3
4