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
$276M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.82M
3
+$3.67M
4
PYPL icon
PayPal
PYPL
+$3.31M
5
HD icon
Home Depot
HD
+$3.12M

Top Sells

1
+$7.47M
2
+$4.14M
3
+$3.63M
4
MJ icon
Amplify Alternative Harvest ETF
MJ
+$1.91M
5
ATVI
Activision Blizzard
ATVI
+$1M

Sector Composition

1 Technology 29.03%
2 Financials 15.16%
3 Consumer Discretionary 14.87%
4 Communication Services 13.69%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 7.01%
124,860
+15,380
2
$16.6M 6.04%
70,605
+255
3
$16.6M 6.03%
136,150
+6,420
4
$11.5M 4.18%
111,400
+5,240
5
$10.7M 3.87%
70,157
-4,283
6
$9.88M 3.58%
140,810
+2,515
7
$9.4M 3.41%
148,951
+3,755
8
$8.96M 3.25%
67,600
+4,435
9
$7.44M 2.7%
192,265
+2,825
10
$7.23M 2.62%
31,875
+825
11
$7.08M 2.57%
23,185
+10,235
12
$6.28M 2.28%
52,420
-2,070
13
$5.8M 2.11%
22,725
+140
14
$5.76M 2.09%
55,900
-100
15
$5.72M 2.07%
26,997
-795
16
$5.7M 2.07%
16,163
+3,719
17
$5.49M 1.99%
410,960
-2,800
18
$5.37M 1.95%
22,098
+13,619
19
$5.23M 1.9%
+11,057
20
$4.99M 1.81%
36,840
+6,700
21
$4.84M 1.76%
214,650
+5,200
22
$4.62M 1.67%
12,969
+547
23
$4.56M 1.65%
13,585
+375
24
$4.46M 1.62%
16,110
+10,650
25
$4.45M 1.61%
47,855
-10,775
1
2 3 4