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
$323M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.94M
3
+$3.67M
4
URI icon
United Rentals
URI
+$2.98M
5
CTRA icon
Coterra Energy
CTRA
+$1.96M

Top Sells

1
+$4.16M
2
+$3.61M
3
+$2.51M
4
DKNG icon
DraftKings
DKNG
+$1.19M
5
NEM icon
Newmont
NEM
+$857K

Sector Composition

1 Technology 31.44%
2 Communication Services 15.37%
3 Financials 14.08%
4 Healthcare 10.16%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$184K 0.06%
60,000
+10,000
77
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78
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79
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80
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-4,000
81
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-333
82
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-2,000
83
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-42,300
84
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-46,650
85
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-10,000
1 2 3
4