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
$301M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$5.92M
2 +$3.21M
3 +$3.05M
4
NEM icon
Newmont
NEM
+$2.35M
5
AMZN icon
Amazon
AMZN
+$1.76M

Top Sells

1 +$5.32M
2 +$2.45M
3 +$1.39M
4
URI icon
United Rentals
URI
+$805K
5
PXD
Pioneer Natural Resource Co.
PXD
+$725K

Sector Composition

1 Technology 30.14%
2 Communication Services 15.08%
3 Financials 12.38%
4 Consumer Discretionary 11.74%
5 Materials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,300
77
-92,815
78
-5,000