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

Top Buys

1
+$4.46M
2
+$4.33M
3
+$3.79M
4
URI icon
United Rentals
URI
+$2.77M
5
CTRA icon
Coterra Energy
CTRA
+$1.79M

Top Sells

1
+$4.53M
2
+$3.61M
3
+$2.45M
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
– –
-24,675
78
– –
-15,800
79
– –
-4,000
80
– –
-333
81
– –
-2,000
82
– –
-42,300
83
– –
-46,650
84
– –
-10,000
85
– –
-1,000
1 2 3
4