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
$303M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.28M
3
+$2.46M
4
NVDA icon
NVIDIA
NVDA
+$2.37M
5
URI icon
United Rentals
URI
+$2.35M

Top Sells

1
+$3.67M
2
+$3.08M
3
+$1.89M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.53M
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$1.11M

Sector Composition

1 Technology 28.98%
2 Financials 15.19%
3 Consumer Discretionary 14.4%
4 Communication Services 14.29%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.6M 7.12%
125,480
+620
2
$18.7M 6.16%
136,320
+170
3
$17.2M 5.69%
63,625
-6,980
4
$13.9M 4.57%
110,640
-760
5
$10.9M 3.59%
70,017
-140
6
$10.6M 3.49%
529,560
+118,600
7
$10M 3.31%
70,295
+2,695
8
$9.83M 3.24%
147,076
-1,875
9
$9.59M 3.16%
17,162
+6,105
10
$8.38M 2.77%
28,757
+6,659
11
$7.88M 2.6%
101,194
-39,616
12
$7.35M 2.42%
178,295
-13,970
13
$7.31M 2.41%
22,920
-265
14
$7.28M 2.4%
32,088
+213
15
$6.42M 2.12%
52,580
-3,320
16
$6.33M 2.09%
27,092
+95
17
$6.31M 2.08%
15,942
-221
18
$6.1M 2.01%
52,645
+225
19
$6.08M 2.01%
42,305
+5,465
20
$5.97M 1.97%
21,480
-1,245
21
$4.85M 1.6%
13,780
+195
22
$4.76M 1.57%
13,049
+80
23
$4.75M 1.57%
16,291
+181
24
$4.66M 1.54%
76,895
+40,610
25
$4.62M 1.52%
214,650
1
2 3 4