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
$323M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.33M
3
+$3.79M
4
URI icon
United Rentals
URI
+$2.77M
5
CTRA icon
Coterra Energy
CTRA
+$1.79M

Top Sells

1
+$4.53M
2
+$3.61M
3
+$2.45M
4
DKNG icon
DraftKings
DKNG
+$1.19M
5
NEM icon
Newmont
NEM
+$857K

Sector Composition

1 Technology 31.44%
2 Communication Services 15.37%
3 Financials 14.08%
4 Healthcare 10.16%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.4M 7.27%
132,010
-4,080
2
$21M 6.52%
62,500
-455
3
$20.9M 6.48%
125,420
-60
4
$16M 4.96%
110,600
+60
5
$15.5M 4.81%
527,960
-1,600
6
$15.1M 4.69%
82,675
7
$10.6M 3.3%
67,167
-3,550
8
$10.6M 3.29%
16,795
+1,033
9
$9.85M 3.05%
157,946
+10,180
10
$7.6M 2.36%
52,480
-100
11
$7.38M 2.29%
26,255
+6,224
12
$7.34M 2.28%
52,195
-300
13
$7.18M 2.23%
316,820
+5,475
14
$6.78M 2.1%
95,845
+63,000
15
$6.5M 2.02%
86,490
-400
16
$6.39M 1.98%
21,378
-102
17
$6M 1.86%
13,615
-100
18
$5.94M 1.84%
133,500
-54,995
19
$5.81M 1.8%
44,035
+400
20
$5.78M 1.79%
26,657
-385
21
$5.5M 1.71%
29,182
+490
22
$5.44M 1.69%
49,860
+10,345
23
$4.95M 1.53%
11,921
-10,924
24
$4.66M 1.45%
12,974
-75
25
$4.65M 1.44%
22,425
-100
1
2 3 4