HCM
Harvey Capital Management Portfolio holdings
AUM
$427M
1-Year Return
23.84%
This Quarter Return
+19.18%
1 Year Return
+23.84%
3 Year Return
+140.35%
5 Year Return
+229.3%
10 Year Return
+499.86%
AUM
$342M
AUM Growth
+$40.5M
(+13%)
Cap. Flow
+$445K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
52.86%
Holding
81
New
9
Increased
9
Reduced
24
Closed
4
Top Buys
| 1 |
NVIDIA
NVDA
|
$4.29M |
| 2 |
Amazon
AMZN
|
$3.72M |
| 3 |
Teekay Tankers
TNK
|
$3.34M |
| 4 |
Scorpio Tankers
STNG
|
$2.44M |
| 5 |
Agnico Eagle Mines
AEM
|
$1.27M |
Top Sells
| 1 |
United Rentals
URI
|
$4.55M |
| 2 |
CF Industries
CF
|
$3.62M |
| 3 |
Apple
AAPL
|
$2.95M |
| 4 |
Newmont
NEM
|
$2.35M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Energy Select Sector SPDR Fund
XLE
$27.2B
| $201K | 0.06% |
+2,125
| New | +$201K |
|
|
TELL
77
DELISTED
Tellurian Inc.
TELL
| $46.3K | 0.01% |
70,000
| – | – |
|
78
Aterian
ATER
$9.51M
| – | – |
-1,250
| Closed | -$5.23K |
|
|
79
Newmont
NEM
$82.3B
| – | – |
-56,780
| Closed | -$2.35M |
|
80
Nutrien
NTR
$27.7B
| – | – |
-3,775
| Closed | -$213K |
|
81
UnitedHealth
UNH
$281B
| – | – |
-1,066
| Closed | -$561K |
|