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
$202M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.83M
3
+$3.34M
4
JPM icon
JPMorgan Chase
JPM
+$2.85M
5
V icon
Visa
V
+$2.66M

Top Sells

1
+$2.76M
2
+$2.48M
3
+$2.48M
4
EA icon
Electronic Arts
EA
+$1.32M
5
OUT icon
Outfront Media
OUT
+$1.06M

Sector Composition

1 Technology 24.84%
2 Communication Services 23.1%
3 Consumer Discretionary 14.44%
4 Healthcare 13.19%
5 Financials 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.8M 7.82%
114,600
+47,300
2
$14.7M 7.28%
72,325
+10,430
3
$14.1M 6.98%
154,700
+2,400
4
$13M 6.43%
183,920
-4,000
5
$9.88M 4.89%
168,034
+4,938
6
$7.71M 3.81%
139,470
+21,845
7
$6.26M 3.1%
29,040
-11,505
8
$6.23M 3.08%
272,800
-662
9
$6.02M 2.98%
45,560
-10,000
10
$5.56M 2.75%
49,541
-8,100
11
$5.32M 2.63%
17,554
-1,629
12
$5.32M 2.63%
27,527
+13,792
13
$4.83M 2.39%
+52,675
14
$4.73M 2.34%
66,780
15
$4.72M 2.34%
20,785
+100
16
$4.16M 2.06%
437,800
+197,800
17
$3.96M 1.96%
28,350
+7,600
18
$3.58M 1.77%
47,170
-9,100
19
$3.4M 1.68%
19,062
-700
20
$3.34M 1.65%
+45,253
21
$3.11M 1.54%
10,528
+1,933
22
$2.85M 1.41%
+30,300
23
$2.81M 1.39%
30,735
+13,665
24
$2.78M 1.37%
8,970
-114
25
$2.76M 1.36%
118,193
-1,913
1
2 3 4