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
$256M
AUM Growth
-$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$2.25M
2 +$2.06M
3 +$1.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.76M
5
URI icon
United Rentals
URI
+$1.09M

Top Sells

1 +$10.6M
2 +$1.68M
3 +$1.07M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$640K
5
CTRA icon
Coterra Energy
CTRA
+$476K

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