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
$255M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.4M
3
+$2.82M
4
PCYC
PHARMACYCLICS INC
PCYC
+$2.55M
5
CBI
Chicago Bridge & Iron Nv
CBI
+$1.36M

Top Sells

1
+$14.3M
2
+$7.19M
3
+$1.91M
4
GE icon
GE Aerospace
GE
+$1.85M
5
CHGG icon
Chegg
CHGG
+$1.6M

Sector Composition

1 Healthcare 22.87%
2 Technology 15.73%
3 Communication Services 15.06%
4 Energy 11.42%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 7.1%
718,596
-3,080
2
$16.1M 6.3%
150,825
-17,975
3
$14.6M 5.74%
154,500
-500
4
$14.3M 5.59%
576,200
-2,000
5
$11.2M 4.4%
431,525
+200
6
$10.1M 3.94%
187,900
+82,275
7
$8.23M 3.23%
110,030
8
$8.22M 3.22%
280,800
-16,500
9
$8.07M 3.17%
65,739
-15,086
10
$7.99M 3.13%
275,454
+3,008
11
$7.73M 3.03%
1,388,150
-69,800
12
$7.48M 2.93%
99,516
+425
13
$7.22M 2.83%
275,100
+4,600
14
$7.07M 2.77%
17,715
+115
15
$6.98M 2.74%
120,626
+23,500
16
$6.85M 2.69%
462,550
+2,100
17
$6.45M 2.53%
54,895
+21,750
18
$5.87M 2.3%
46,820
19
$5.68M 2.23%
213,438
+265
20
$5.45M 2.14%
+243,249
21
$5.25M 2.06%
160,450
+500
22
$4.69M 1.84%
114,500
+600
23
$4.2M 1.65%
330,395
+9,530
24
$4.09M 1.6%
3,530
+30
25
$3.17M 1.24%
348,550
-46,000
1
2 3 4