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
$400M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$5.11M
3
+$3.1M
4
DELL icon
Dell
DELL
+$2.85M
5
NICE icon
Nice
NICE
+$2.6M

Top Sells

1
+$3.49M
2
+$2.45M
3
+$2.22M
4
BAC icon
Bank of America
BAC
+$2.18M
5
SU icon
Suncor Energy
SU
+$1.77M

Sector Composition

1 Technology 37.35%
2 Communication Services 14.52%
3 Consumer Discretionary 10.82%
4 Financials 9.81%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$67.8K 0.02%
70,000
77
– –
-33,105
78
– –
-30,471
79
– –
-1,200
80
– –
-28,800
81
– –
-46,070
82
– –
-59,000
83
– –
-8,450
84
– –
-13,007
1 2 3
4