HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 35.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.9M
3
+$1.34M
4
ORCL icon
Oracle
ORCL
+$1.28M
5
BAC icon
Bank of America
BAC
+$1.25M

Top Sells

1
+$1.97M
2
+$1.35M
3
+$902K
4
INSW icon
International Seaways
INSW
+$842K
5
MU icon
Micron Technology
MU
+$783K

Sector Composition

1 Technology 25.25%
2 Financials 15.16%
3 Communication Services 13.4%
4 Materials 12.67%
5 Energy 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.09%
+950
77
$171K 0.07%
19,250
-19,250
78
$118K 0.05%
70,000
79
$11.6K ﹤0.01%
1,250
80
– –
-16,495
81
– –
-400
82
– –
-10,000
1 2 3
4