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
$380M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.27M
3
+$2.33M
4
TEN
Tsakos Energy Navigation Ltd
TEN
+$2.24M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.8M

Top Sells

1
+$1.9M
2
+$1.68M
3
+$1.57M
4
TNK icon
Teekay Tankers
TNK
+$1.13M
5
FSLR icon
First Solar
FSLR
+$1.01M

Sector Composition

1 Technology 34.9%
2 Communication Services 14.13%
3 Consumer Discretionary 11.04%
4 Financials 10.44%
5 Healthcare 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.6M 13.83%
425,900
+400
2
$29.4M 7.72%
152,036
-250
3
$26.6M 6.99%
59,485
-1,170
4
$25.1M 6.59%
136,715
-667
5
$22.5M 5.91%
106,681
-1,434
6
$13.5M 3.55%
12,857
-70
7
$11.1M 2.91%
17,130
+1,202
8
$9.74M 2.56%
186,040
+4,550
9
$9.51M 2.5%
52,230
-100
10
$9.46M 2.49%
66,978
-432
11
$8.22M 2.16%
40,665
-2,477
12
$8.2M 2.16%
20,162
-115
13
$7.54M 1.98%
13,916
-204
14
$7.21M 1.9%
46,370
-260
15
$7.11M 1.87%
27,088
+1,580
16
$6.68M 1.76%
213,025
+7,820
17
$6.23M 1.64%
156,725
-22,075
18
$6.12M 1.61%
27,132
-4,487
19
$6.07M 1.6%
+14,119
20
$6.07M 1.59%
48,140
-945
21
$5.62M 1.48%
22,711
-667
22
$4.81M 1.27%
19,361
-104
23
$4.38M 1.15%
31,403
-102
24
$4.32M 1.13%
65,992
+27,496
25
$4.27M 1.12%
+72,155
1
2 3 4