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
$324M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.9M
3
+$4.21M
4
SB icon
Safe Bulkers
SB
+$2.25M
5
CTRA icon
Coterra Energy
CTRA
+$2.22M

Top Sells

1
+$7.34M
2
+$3.73M
3
+$3.16M
4
PYPL icon
PayPal
PYPL
+$2.88M
5
DBX icon
Dropbox
DBX
+$2.12M

Sector Composition

1 Technology 28.35%
2 Communication Services 15.54%
3 Materials 12.13%
4 Financials 11.96%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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79
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82
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83
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-38,800
86
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