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
$225M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.22M
3
+$3.01M
4
PYPL icon
PayPal
PYPL
+$2.22M
5
ADBE icon
Adobe
ADBE
+$2.01M

Top Sells

1
+$6.12M
2
+$4.95M
3
+$2.6M
4
CAT icon
Caterpillar
CAT
+$2.4M
5
CCL icon
Carnival Corp
CCL
+$1.36M

Sector Composition

1 Communication Services 23.48%
2 Consumer Discretionary 19.93%
3 Technology 14.85%
4 Financials 12.02%
5 Healthcare 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 6.67%
70,895
2
$14.1M 6.27%
211,220
-20
3
$12M 5.31%
162,916
+16
4
$11.6M 5.14%
125,400
5
$11.6M 5.13%
391,692
-2,238
6
$10.7M 4.74%
166,396
+61,596
7
$9.9M 4.39%
62,765
+1,995
8
$8.02M 3.56%
100,330
9
$6.65M 2.95%
61,516
+27,806
10
$5.72M 2.54%
53,210
+4,840
11
$5.7M 2.53%
87,790
-1,425
12
$5.67M 2.52%
107,025
+60,725
13
$5.5M 2.44%
82,080
14
$5.42M 2.41%
129,095
-1,686
15
$5.21M 2.31%
15,980
16
$5.2M 2.31%
29,360
17
$4.11M 1.82%
80,850
-26,700
18
$4M 1.78%
113,650
-33,100
19
$3.98M 1.76%
12,298
20
$3.93M 1.75%
25,990
-375
21
$3.6M 1.6%
150,751
-1,800
22
$3.46M 1.54%
11,595
23
$3.44M 1.53%
15,765
+7,805
24
$3.18M 1.41%
71,860
+24,150
25
$3.09M 1.37%
20,950
-16,245
1
2 3 4