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
$272M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$4.64M
3
+$4.24M
4
PRU icon
Prudential Financial
PRU
+$3.71M
5
PFPT
Proofpoint, Inc.
PFPT
+$3.62M

Top Sells

1
+$15.4M
2
+$9.44M
3
+$4.36M
4
QCOM icon
Qualcomm
QCOM
+$3.3M
5
ACAD icon
Acadia Pharmaceuticals
ACAD
+$2.42M

Sector Composition

1 Healthcare 26.25%
2 Technology 19.76%
3 Communication Services 15.62%
4 Industrials 7.91%
5 Energy 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.2M 8.15%
712,976
-5,140
2
$16.9M 6.23%
147,000
-3,100
3
$16.4M 6.03%
503,300
-74,400
4
$13.1M 4.83%
133,900
-16,975
5
$11.6M 4.28%
15,895
+607
6
$10.7M 3.92%
176,000
-1,800
7
$10.4M 3.82%
378,837
+2,306
8
$9.4M 3.46%
367,950
+67,200
9
$8.33M 3.06%
212,200
+108,100
10
$8.24M 3.03%
97,616
-900
11
$7.49M 2.75%
62,988
-1,356
12
$7.38M 2.71%
+215,150
13
$6.47M 2.38%
5,555
-317
14
$6.09M 2.24%
246,896
-3,972
15
$5.71M 2.1%
193,944
+418
16
$5.68M 2.09%
149,680
+13,050
17
$5.4M 1.98%
46,570
-650
18
$5.37M 1.97%
124,350
-1,700
19
$5.1M 1.88%
30,848
+1,115
20
$4.64M 1.7%
+55,725
21
$4.62M 1.7%
147,400
+12,000
22
$4.58M 1.68%
17,900
-36,870
23
$4.49M 1.65%
152,000
-500
24
$4.33M 1.59%
62,470
-47,550
25
$4.08M 1.5%
82,751
-700
1
2 3 4