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
$246M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$5.61M
3
+$4.88M
4
PYPL icon
PayPal
PYPL
+$1.99M
5
AMZN icon
Amazon
AMZN
+$1.83M

Top Sells

1
+$5.03M
2
+$3.27M
3
+$2.86M
4
HON icon
Honeywell
HON
+$2.46M
5
IBM icon
IBM
IBM
+$1.79M

Sector Composition

1 Technology 27.66%
2 Communication Services 16.97%
3 Financials 14.25%
4 Consumer Discretionary 14.18%
5 Healthcare 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.8M 7.23%
109,480
+11,240
2
$17.2M 6.98%
129,730
+3,680
3
$15.6M 6.35%
70,350
-200
4
$9.62M 3.9%
63,165
+5,600
5
$9.46M 3.84%
74,440
+44,140
6
$9.3M 3.77%
106,160
-13,360
7
$9.01M 3.65%
145,196
-11,100
8
$8.95M 3.63%
138,295
-1,500
9
$7.47M 3.03%
47,806
-6,305
10
$7.23M 2.93%
31,050
+2,055
11
$6.08M 2.47%
27,792
+300
12
$5.97M 2.42%
54,490
+4,910
13
$5.74M 2.33%
+189,440
14
$5.44M 2.21%
58,630
+18,845
15
$5.4M 2.19%
413,760
-8,400
16
$5.24M 2.12%
22,585
-590
17
$4.91M 1.99%
56,000
18
$4.88M 1.98%
+209,450
19
$4.69M 1.9%
12,444
-2,350
20
$4.43M 1.8%
12,422
-100
21
$4.38M 1.78%
201,795
-19,927
22
$4.33M 1.76%
30,140
-875
23
$3.83M 1.56%
18,460
-2,350
24
$3.75M 1.52%
13,210
-90
25
$3.63M 1.47%
97,581
-8,769
1
2 3 4