HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 35.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
-$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.41M
3
+$2.17M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.9M
5
URI icon
United Rentals
URI
+$1.32M

Top Sells

1
+$10.6M
2
+$1.67M
3
+$1.3M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$704K
5
CTRA icon
Coterra Energy
CTRA
+$560K

Sector Composition

1 Technology 28.47%
2 Communication Services 16.11%
3 Financials 11.93%
4 Materials 11.43%
5 Energy 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$21K 0.01%
400
77
– –
-145,641
78
– –
-1,400
79
– –
-25,000
1 2 3
4