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
$215M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$6.12M
3
+$5.44M
4
AVGO icon
Broadcom
AVGO
+$5.43M
5
PFE icon
Pfizer
PFE
+$4.06M

Top Sells

1
+$5.8M
2
+$3.24M
3
+$3.08M
4
GE icon
GE Aerospace
GE
+$2.37M
5
ACAD icon
Acadia Pharmaceuticals
ACAD
+$2.34M

Sector Composition

1 Communication Services 25.6%
2 Healthcare 17.89%
3 Technology 14.8%
4 Consumer Discretionary 12.32%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 6.95%
515,056
-19,860
2
$10.9M 5.09%
171,840
-8,150
3
$10.8M 5.01%
111,470
-1,250
4
$9.29M 4.33%
240,680
+600
5
$8.49M 3.95%
118,540
-4,825
6
$7.76M 3.62%
201,900
+1,775
7
$7.45M 3.47%
64,380
-725
8
$7.26M 3.38%
251,825
-81,000
9
$7.25M 3.38%
295,050
-10,350
10
$7.17M 3.34%
81,685
+1,325
11
$6.9M 3.21%
4,706
-687
12
$6.78M 3.16%
61,057
+55,812
13
$6.75M 3.15%
210,317
+190,589
14
$6.11M 2.85%
130,950
-17,800
15
$5.44M 2.54%
+47,150
16
$5.43M 2.53%
+307,300
17
$5.21M 2.43%
232,230
+48,100
18
$4.39M 2.04%
142,448
+131,908
19
$4.2M 1.96%
22,847
-2,636
20
$4.18M 1.95%
105,600
21
$4.01M 1.87%
56,330
+46,730
22
$3.99M 1.86%
+18,018
23
$3.91M 1.82%
34,000
+26,000
24
$3.63M 1.69%
105,208
25
$3.3M 1.54%
120,275
-10,600
1
2 3 4