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
$252M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$2.82M
3
+$2.81M
4
FANG icon
Diamondback Energy
FANG
+$2.01M
5
AMZN icon
Amazon
AMZN
+$969K

Top Sells

1
+$8.93M
2
+$4.92M
3
+$3.98M
4
SKX
Skechers
SKX
+$2.52M
5
CMCSA icon
Comcast
CMCSA
+$1.64M

Sector Composition

1 Communication Services 19.95%
2 Financials 16.6%
3 Technology 14.69%
4 Consumer Discretionary 13.7%
5 Materials 12.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.3M 6.85%
372,984
-1,700
2
$13.4M 5.32%
72,303
+1,000
3
$12.3M 4.88%
220,240
-17,980
4
$12.3M 4.87%
505,658
+201,838
5
$9.55M 3.79%
112,400
+11,400
6
$9M 3.57%
134,450
+9,505
7
$8.66M 3.44%
196,534
-3,300
8
$8.3M 3.3%
147,671
-14,575
9
$8.02M 3.18%
60,315
-347
10
$6.8M 2.7%
30,431
-250
11
$6.69M 2.66%
94,495
-1,325
12
$6.59M 2.62%
68,940
-3,600
13
$6.04M 2.4%
12,105
-85
14
$5.95M 2.36%
157,480
-1,100
15
$5.87M 2.33%
73,880
-400
16
$5.79M 2.3%
106,398
-875
17
$5.51M 2.19%
28,525
-1,600
18
$5.41M 2.15%
16,125
19
$5.32M 2.11%
41,195
-790
20
$5.16M 2.05%
98,025
-800
21
$4.96M 1.97%
127,260
-1,510
22
$4.76M 1.89%
84,340
-22,720
23
$4.71M 1.87%
34,086
-658
24
$3.98M 1.58%
20,265
-620
25
$3.57M 1.42%
47,065
-3,750
1
2 3 4