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

Top Buys

1
+$6.03M
2
+$3.32M
3
+$2.98M
4
NEM icon
Newmont
NEM
+$2.19M
5
AMZN icon
Amazon
AMZN
+$1.62M

Top Sells

1
+$5.32M
2
+$2.47M
3
+$1.42M
4
PFE icon
Pfizer
PFE
+$759K
5
PXD
Pioneer Natural Resource Co.
PXD
+$756K

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
1 2 3
4