HCM
Harvey Capital Management Portfolio holdings
AUM
$469M
1-Year Est. Return
35.95%
This Fund
S&P 500
1 Year Est. Return
+35.95%
AUM
$469M
AUM Growth
+$41.7M
(+9.8%)
Holding
88
Top Buys
| 1 | +$5.13M | |
| 2 | +$4.97M | |
| 3 | +$4.01M | |
| 4 |
DHT Holdings
DHT
|
+$2.3M |
| 5 |
Alexandria Real Estate Equities
ARE
|
+$1.75M |
Top Sells
| 1 | +$10.5M | |
| 2 | +$5.18M | |
| 3 | +$3.48M | |
| 4 |
Microsoft
MSFT
|
+$2.18M |
| 5 |
Oracle
ORCL
|
+$2.12M |
Sector Composition
| 1 | Technology | 40.43% |
| 2 | Communication Services | 14.55% |
| 3 | Consumer Discretionary | 9.87% |
| 4 | Financials | 9.5% |
| 5 | Materials | 8.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ETHA
76
iShares Ethereum Trust ETF
ETHA
$7.7B
| $315K | 0.07% |
10,000
|
|
||
77
Chart Industries
GTLS
$9.95B
| $310K | 0.07% |
1,550
-27,242
|
|
||
78
Invesco QQQ Trust
QQQ
$423B
| $300K | 0.06% |
500
|
|
||
79
Prudential Financial
PRU
$32.7B
| $270K | 0.06% |
2,600
|
|
||
80
iShares National Muni Bond ETF
MUB
$43.6B
| $267K | 0.06% |
2,510
|
|
||
81
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
| $259K | 0.06% |
3,300
|
|
||
82
Chevron
CVX
$372B
| $252K | 0.05% |
1,625
|
|
||
83
Merck
MRK
$283B
| $210K | 0.04% |
2,500
|
|
||
84
InMode
INMD
$902M
| $167K | 0.04% |
11,200
-2,750
|
|
||
85
Safe Bulkers
SB
$669M
| $133K | 0.03% |
30,000
|
|
||
86
Berkshire Hathaway Class A
BRK.A
$1.01T
| – | – |
-2
|
|
||
87
Charter Communications
CHTR
$30.3B
| – | – |
-4,372
|
|
||
88
Procter & Gamble
PG
$338B
| – | – |
-2,343
|
|