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

Top Buys

1 +$2.69M
2 +$1.79M
3 +$1.15M
4
ORCL icon
Oracle
ORCL
+$456K
5
WMT icon
Walmart
WMT
+$51.9K

Top Sells

1 +$2.98M
2 +$2.44M
3 +$2.22M
4
INSW icon
International Seaways
INSW
+$2.18M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.12M

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