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
$380M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.27M
3
+$2.33M
4
TEN
Tsakos Energy Navigation Ltd
TEN
+$2.24M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.8M

Top Sells

1
+$1.9M
2
+$1.68M
3
+$1.57M
4
TNK icon
Teekay Tankers
TNK
+$1.13M
5
FSLR icon
First Solar
FSLR
+$1.01M

Sector Composition

1 Technology 34.9%
2 Communication Services 14.13%
3 Consumer Discretionary 11.04%
4 Financials 10.44%
5 Healthcare 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.05%
2,000
-18,895
77
$48.5K 0.01%
70,000
78
– –
-29,010
79
– –
-900
80
– –
-6,700
81
– –
-5,500
82
– –
-2,125
83
– –
-6,403
1 2 3
4