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
$284M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.32M
3
+$3.24M
4
ADSK icon
Autodesk
ADSK
+$2.64M
5
HRI icon
Herc Holdings
HRI
+$2.5M

Top Sells

1
+$7.4M
2
+$4.61M
3
+$2.93M
4
FIS icon
Fidelity National Information Services
FIS
+$1.29M
5
VZ icon
Verizon
VZ
+$952K

Sector Composition

1 Technology 27.48%
2 Communication Services 15.03%
3 Financials 11.78%
4 Consumer Discretionary 10.07%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.6M 7.6%
126,198
+325
2
$19.6M 6.91%
62,165
-150
3
$18.6M 6.56%
141,282
-70
4
$16.9M 5.94%
388,000
5
$15.3M 5.37%
120,120
+400
6
$10.8M 3.8%
13,131
-30
7
$10.5M 3.7%
23,639
-625
8
$7.12M 2.51%
20,327
-10
9
$6.92M 2.44%
57,790
-800
10
$6.85M 2.41%
52,380
-50
11
$6.74M 2.37%
78,605
+5,400
12
$6.29M 2.21%
43,392
-2,850
13
$6.25M 2.2%
44,490
+12,057
14
$6.24M 2.2%
15,195
-1,425
15
$5.88M 2.07%
25,558
16
$5.46M 1.92%
26,378
+12,760
17
$5.44M 1.91%
+33,669
18
$5.32M 1.87%
+92,815
19
$5.14M 1.81%
187,575
-9,550
20
$5.01M 1.77%
48,655
+950
21
$4.22M 1.49%
20,910
22
$3.99M 1.41%
33,180
+26,910
23
$3.92M 1.38%
9,905
24
$3.83M 1.35%
36,195
+13,485
25
$3.26M 1.15%
56,184
-150
1
2 3 4