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
$342M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.72M
3
+$3.34M
4
STNG icon
Scorpio Tankers
STNG
+$2.44M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.27M

Top Sells

1
+$4.55M
2
+$3.62M
3
+$2.95M
4
NEM icon
Newmont
NEM
+$2.35M
5
SBUX icon
Starbucks
SBUX
+$1.71M

Sector Composition

1 Technology 31.66%
2 Communication Services 13.98%
3 Financials 12.14%
4 Consumer Discretionary 12.08%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.06%
+2,125
77
$46.3K 0.01%
70,000
78
– –
-1,250
79
– –
-56,780
80
– –
-3,775
81
– –
-1,066
1 2 3
4