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
$231M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$3.17M
2 +$2.1M
3 +$1.27M
4
ORCL icon
Oracle
ORCL
+$547K
5
WMT icon
Walmart Inc
WMT
+$52.6K

Top Sells

1 +$3.88M
2 +$2.65M
3 +$2.22M
4
FIS icon
Fidelity National Information Services
FIS
+$2.14M
5
CMBT
CMB.TECH NV
CMBT
+$2.05M

Sector Composition

1 Technology 27.24%
2 Communication Services 14.59%
3 Materials 13.12%
4 Financials 12.92%
5 Energy 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$18K 0.01%
1,250
77
-93,825