HCM

Harvey Capital Management Portfolio holdings

AUM $427M
1-Year Est. Return 23.84%
This Quarter Est. Return
1 Year Est. Return
+23.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.28M
3
+$2.46M
4
NVDA icon
NVIDIA
NVDA
+$2.37M
5
URI icon
United Rentals
URI
+$2.35M

Top Sells

1
+$3.67M
2
+$3.08M
3
+$1.89M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.53M
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$1.11M

Sector Composition

1 Technology 28.98%
2 Financials 15.19%
3 Consumer Discretionary 14.4%
4 Communication Services 14.29%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$241K 0.08%
1,000
+250
77
$220K 0.07%
+1,200
78
– –
-15,481
79
– –
-38,000
80
– –
-2,500
81
– –
-6,500
82
– –
-2,000
83
– –
-1,667
84
– –
-3,000
85
– –
-13,716
86
– –
-43,450
87
– –
-61,520
1 2 3
4