HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 36.59%
This Quarter Est. Return
1 Year Est. Return
+36.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$417K
3
+$402K
4
PFE icon
Pfizer
PFE
+$359K
5
EA icon
Electronic Arts
EA
+$261K

Top Sells

1
+$5.27M
2
+$1.52M
3
+$1.25M
4
MA icon
Mastercard
MA
+$1.1M
5
URI icon
United Rentals
URI
+$916K

Sector Composition

1 Technology 28.68%
2 Communication Services 14.44%
3 Financials 13.5%
4 Materials 11.66%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$219K 0.09%
950
77
$208K 0.08%
19,250
78
$86.1K 0.03%
70,000
79
$12.9K 0.01%
1,250
80
– –
-87,500
81
– –
-9,740
82
– –
-10,635
1 2 3
4