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
$248M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.96M
3
+$2.92M
4
AKAM icon
Akamai
AKAM
+$2.32M
5
LOW icon
Lowe's Companies
LOW
+$1.23M

Top Sells

1
+$2.52M
2
+$2.45M
3
+$1.82M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.57M
5
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$1.24M

Sector Composition

1 Communication Services 19.32%
2 Technology 16.42%
3 Healthcare 15.68%
4 Consumer Discretionary 11.78%
5 Materials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 6.3%
404,992
-2,900
2
$12.6M 5.09%
73,065
-14,185
3
$11.2M 4.52%
233,620
-1,880
4
$9.52M 3.84%
65,300
-125
5
$9.24M 3.73%
191,040
+61,235
6
$9.18M 3.7%
378,550
-1,600
7
$9.06M 3.66%
124,635
+40,195
8
$8.69M 3.51%
230,700
-1,450
9
$8.36M 3.37%
103,210
-13,050
10
$8.27M 3.34%
59,202
-285
11
$7.87M 3.17%
135,661
-10,050
12
$7.76M 3.13%
143,730
-2,025
13
$6.89M 2.78%
19,147
-70
14
$6.69M 2.7%
32,451
+193
15
$6.06M 2.44%
13,550
+48
16
$6.01M 2.43%
35,185
-5,615
17
$5.88M 2.37%
198,624
-1,655
18
$5.71M 2.3%
30,585
+2,435
19
$5.68M 2.29%
71,125
+15,345
20
$5.26M 2.12%
209,650
-9,550
21
$5.2M 2.1%
38,260
-13,407
22
$5.19M 2.1%
38,110
+26,280
23
$5.09M 2.05%
104,500
-1,100
24
$4.86M 1.96%
40,625
-160
25
$4.12M 1.66%
16,195
-150
1
2 3 4