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
$276M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$6.04M
3
+$4.17M
4
SWKS icon
Skyworks Solutions
SWKS
+$3.38M
5
VZ icon
Verizon
VZ
+$3.25M

Top Sells

1
+$7.64M
2
+$4.45M
3
+$1.88M
4
SKX
Skechers
SKX
+$1.85M
5
AKAM icon
Akamai
AKAM
+$1.42M

Sector Composition

1 Communication Services 24.1%
2 Technology 14.3%
3 Healthcare 12.83%
4 Financials 12.08%
5 Consumer Discretionary 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.1M 6.19%
403,424
-1,568
2
$12.3M 4.47%
71,514
-1,551
3
$12.2M 4.42%
233,100
-520
4
$12M 4.34%
407,886
+209,262
5
$9.51M 3.45%
10,621
-8,526
6
$9.44M 3.42%
160,046
+24,385
7
$9.37M 3.4%
125,945
+1,310
8
$9.23M 3.35%
195,334
+4,294
9
$8.45M 3.06%
58,836
-366
10
$7.64M 2.77%
73,255
+7,955
11
$7.57M 2.74%
155,580
+11,850
12
$7.55M 2.74%
82,535
+66,035
13
$7.39M 2.68%
33,426
+975
14
$7.04M 2.55%
13,700
+150
15
$6.88M 2.49%
96,100
-7,110
16
$6.71M 2.43%
72,230
+1,105
17
$6.59M 2.39%
218,842
-11,858
18
$6.13M 2.22%
34,760
-425
19
$6.08M 2.2%
160,700
-48,950
20
$5.72M 2.07%
30,460
-125
21
$5.64M 2.05%
107,160
+2,660
22
$5.38M 1.95%
36,590
-1,670
23
$5.28M 1.91%
205,450
-173,100
24
$5.18M 1.88%
40,335
-290
25
$4.84M 1.76%
37,885
-225
1
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