HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 35.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$382M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$5.88M
3
+$2.77M
4
NVGS icon
Navigator Holdings
NVGS
+$1.63M
5
INSW icon
International Seaways
INSW
+$1.22M

Top Sells

1
+$2.71M
2
+$2.6M
3
+$2.58M
4
MSFT icon
Microsoft
MSFT
+$2.33M
5
EXPE icon
Expedia Group
EXPE
+$2.21M

Sector Composition

1 Technology 35.8%
2 Communication Services 14.9%
3 Financials 11.21%
4 Consumer Discretionary 10.82%
5 Healthcare 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$234K 0.06%
500
-250
77
$138K 0.04%
+10,000
78
$111K 0.03%
30,000
79
– –
-12,700
80
– –
-3,517
81
– –
-120,780
82
– –
-137,220
83
– –
-20,500
84
– –
-9,815
85
– –
-27,592
1 2 3
4