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
$284M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.32M
3
+$3.24M
4
ADSK icon
Autodesk
ADSK
+$2.64M
5
HRI icon
Herc Holdings
HRI
+$2.5M

Top Sells

1
+$7.4M
2
+$4.61M
3
+$2.93M
4
FIS icon
Fidelity National Information Services
FIS
+$1.29M
5
VZ icon
Verizon
VZ
+$952K

Sector Composition

1 Technology 27.48%
2 Communication Services 15.03%
3 Financials 11.78%
4 Consumer Discretionary 10.07%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-15,200
77
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-6,450
78
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-4,250
79
– –
-62,200
80
– –
-2,200
81
– –
-100,090
82
– –
-25,605
83
– –
-12,000
84
– –
-54,685
1 2 3
4