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
$231M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.79M
3
+$1.15M
4
ORCL icon
Oracle
ORCL
+$456K
5
WMT icon
Walmart
WMT
+$51.9K

Top Sells

1
+$2.98M
2
+$2.44M
3
+$2.22M
4
INSW icon
International Seaways
INSW
+$2.18M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.12M

Sector Composition

1 Technology 27.24%
2 Communication Services 14.59%
3 Materials 13.12%
4 Financials 12.92%
5 Energy 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 7.76%
129,725
-790
2
$14.6M 6.32%
62,625
-235
3
$14.1M 6.13%
125,180
-20
4
$13.6M 5.88%
141,220
-440
5
$9.37M 4.06%
82,975
-415
6
$8.77M 3.8%
12,730
-3,080
7
$7.32M 3.17%
76,005
-12,005
8
$6.97M 3.02%
25,814
-160
9
$6.34M 2.75%
522,120
-830
10
$6.27M 2.71%
239,965
-1,700
11
$6.22M 2.69%
60,795
-500
12
$6.07M 2.63%
125,670
-200
13
$6.04M 2.62%
57,852
-440
14
$6.04M 2.62%
72,485
+600
15
$5.68M 2.46%
21,268
16
$5.02M 2.17%
52,480
17
$4.95M 2.14%
42,755
-30
18
$4.94M 2.14%
163,460
+38,010
19
$4.68M 2.03%
26,367
-160
20
$4.34M 1.88%
13,485
21
$4.15M 1.8%
38,083
-210
22
$3.68M 1.59%
12,940
-30
23
$3.5M 1.52%
22,195
-60
24
$3.03M 1.31%
21,080
+18,680
25
$3.01M 1.3%
10,906
-1,650
1
2 3 4