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
$224M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.47M
3
+$3.27M
4
SHOP icon
Shopify
SHOP
+$2.86M
5
WMT icon
Walmart
WMT
+$2.73M

Top Sells

1
+$5.04M
2
+$4.73M
3
+$3.32M
4
AMZN icon
Amazon
AMZN
+$2.58M
5
EA icon
Electronic Arts
EA
+$1.9M

Sector Composition

1 Technology 29.12%
2 Communication Services 16.86%
3 Consumer Discretionary 14.47%
4 Healthcare 12.37%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.5M 6.9%
98,240
-16,360
2
$14.8M 6.62%
70,550
-1,775
3
$14.6M 6.51%
126,050
-28,650
4
$9.42M 4.2%
156,296
-11,738
5
$8.78M 3.92%
119,520
-64,400
6
$8.52M 3.8%
28,995
-45
7
$8.35M 3.72%
139,795
+325
8
$6.77M 3.02%
57,565
+29,475
9
$6.19M 2.76%
54,111
+4,570
10
$5.71M 2.55%
422,160
-15,640
11
$5.5M 2.45%
27,492
-35
12
$5.41M 2.41%
40,401
+34,373
13
$5.39M 2.41%
49,580
+18,845
14
$5.25M 2.34%
14,794
-2,760
15
$4.93M 2.2%
23,175
+4,113
16
$4.77M 2.13%
221,722
-51,078
17
$4.23M 1.89%
12,522
+1,994
18
$4.1M 1.83%
56,000
-10,780
19
$4.04M 1.8%
31,015
-14,545
20
$3.64M 1.62%
13,890
-6,895
21
$3.55M 1.58%
44,812
-441
22
$3.44M 1.53%
20,810
-7,540
23
$3.27M 1.46%
+83,250
24
$3.22M 1.44%
39,785
-7,385
25
$3.18M 1.42%
5,093
1
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