HCM

Harvey Capital Management Portfolio holdings

AUM $427M
1-Year Est. Return 23.84%
This Quarter Est. Return
1 Year Est. Return
+23.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$7.23M
3
+$4.14M
4
PCYC
PHARMACYCLICS INC
PCYC
+$3.32M
5
HALO icon
Halozyme
HALO
+$2.26M

Top Sells

1
+$4.11M
2
+$3.75M
3
+$3.35M
4
SM icon
SM Energy
SM
+$3.23M
5
VOD icon
Vodafone
VOD
+$2.96M

Sector Composition

1 Healthcare 25.54%
2 Technology 18.32%
3 Energy 10.81%
4 Communication Services 9.58%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 6.22%
915,800
+25,300
2
$14.6M 5.83%
1,719,900
+58,800
3
$13.8M 5.52%
722,176
+49,672
4
$13.6M 5.42%
558,250
+18,800
5
$12.7M 5.06%
424,175
-125,250
6
$11.9M 4.75%
168,275
+7,130
7
$10.4M 4.15%
132,072
-3,460
8
$10.1M 4.01%
81,034
+60,370
9
$9.09M 3.63%
331,700
+850
10
$8.79M 3.5%
125,900
-10,000
11
$7.77M 3.1%
262,100
+4,500
12
$7.47M 2.98%
61,020
-100
13
$7.28M 2.9%
107,610
-600
14
$7.23M 2.88%
+457,300
15
$6.95M 2.77%
262,558
+12,719
16
$5.96M 2.38%
214,802
-4,015
17
$5.61M 2.24%
113,050
+11,620
18
$4.98M 1.99%
392,050
+178,050
19
$4.97M 1.98%
213,721
-5,109
20
$4.44M 1.77%
70,941
+66,074
21
$4.12M 1.64%
88,400
+1,850
22
$3.9M 1.56%
151,209
-9,505
23
$3.62M 1.44%
348,000
+7,500
24
$3.61M 1.44%
16,580
+2,305
25
$3.32M 1.32%
+33,095
1
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