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
$239M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$1.73M
3
+$1.38M
4
MLM icon
Martin Marietta Materials
MLM
+$1.33M
5
BAC icon
Bank of America
BAC
+$1.21M

Top Sells

1
+$1.96M
2
+$1.35M
3
+$852K
4
INSW icon
International Seaways
INSW
+$770K
5
MU icon
Micron Technology
MU
+$715K

Sector Composition

1 Technology 25.25%
2 Financials 15.16%
3 Communication Services 13.4%
4 Materials 12.67%
5 Energy 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.7M 6.98%
128,283
-1,442
2
$15.6M 6.54%
65,145
+2,520
3
$12.8M 5.38%
144,782
+3,562
4
$10.1M 4.23%
120,320
-4,860
5
$9.38M 3.93%
26,402
+588
6
$9.18M 3.84%
12,720
-10
7
$9.12M 3.82%
82,925
-50
8
$7.68M 3.22%
57,252
-600
9
$7.16M 3%
60,695
-100
10
$6.62M 2.77%
199,875
+36,415
11
$6.57M 2.75%
21,268
12
$6.48M 2.71%
76,005
13
$5.89M 2.47%
17,420
+3,935
14
$5.87M 2.46%
239,065
-900
15
$5.67M 2.37%
388,000
-134,120
16
$5.6M 2.35%
76,725
+4,240
17
$5.5M 2.31%
125,470
-200
18
$5.46M 2.29%
26,288
-79
19
$5.21M 2.18%
42,675
-80
20
$4.63M 1.94%
52,480
21
$4.5M 1.88%
12,940
22
$3.89M 1.63%
22,195
23
$3.53M 1.48%
33,933
-4,150
24
$3.45M 1.45%
10,926
+20
25
$3.38M 1.42%
+106,590
1
2 3 4