HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 35.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.94%
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
+$5.08M
2
+$4.93M
3
+$4.2M
4
AMZN icon
Amazon
AMZN
+$1.79M
5
PYPL icon
PayPal
PYPL
+$1.76M

Top Sells

1
+$4.89M
2
+$3.27M
3
+$2.86M
4
HON icon
Honeywell
HON
+$2.23M
5
IBM icon
IBM
IBM
+$1.72M

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
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4