HCM
Harvey Capital Management Portfolio holdings
AUM
$469M
1-Year Est. Return
36.59%
1 Year Est. Return
+36.59%
AUM
$427M
AUM Growth
+$44.7M
(+12%)
Holding
85
Top Buys
| 1 | +$3.64M | |
| 2 | +$3.22M | |
| 3 | +$1.84M | |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$1.77M |
| 5 |
Jazz Pharmaceuticals
JAZZ
|
+$1.53M |
Top Sells
| 1 | +$6.55M | |
| 2 | +$4.46M | |
| 3 | +$2.99M | |
| 4 |
Dell
DELL
|
+$2.85M |
| 5 |
Expedia Group
EXPE
|
+$1.9M |
Sector Composition
| 1 | Technology | 40.65% |
| 2 | Communication Services | 14.05% |
| 3 | Financials | 10.95% |
| 4 | Consumer Discretionary | 10.92% |
| 5 | Materials | 7.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
InMode
INMD
$896M
| $207K | 0.05% |
13,950
-2,850
|
|
||
77
Merck
MRK
$231B
| $205K | 0.05% |
2,500
-300
|
|
||
|
ETHA
78
iShares Ethereum Trust ETF
ETHA
$1.81B
| $182K | 0.04% |
10,000
|
|
||
79
Safe Bulkers
SB
$494M
| $109K | 0.03% |
30,000
|
|
||
80
argenx
ARGX
$55.9B
| – | – |
-11,075
|
|
||
81
Comcast
CMCSA
$100B
| – | – |
-39,800
|
|
||
|
82
Dell
DELL
$89.6B
| – | – |
-31,225
|
|
||
83
Eli Lilly
LLY
$918B
| – | – |
-975
|
|
||
84
Sociedad Química y Minera de Chile
SQM
$15.6B
| – | – |
-24,899
|
|
||
85
Suncor Energy
SU
$53.3B
| – | – |
-11,325
|
|