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
$425M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$4.73M
3
+$3.13M
4
HPE icon
Hewlett Packard
HPE
+$2.58M
5
NVGS icon
Navigator Holdings
NVGS
+$2.5M

Top Sells

1
+$6.65M
2
+$1.93M
3
+$1.78M
4
TEN
Tsakos Energy Navigation Ltd
TEN
+$1.77M
5
ARGX icon
argenx
ARGX
+$1.56M

Sector Composition

1 Technology 38.24%
2 Communication Services 16%
3 Consumer Discretionary 11.4%
4 Financials 9.76%
5 Healthcare 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58M 13.65%
431,795
+175
2
$34.4M 8.1%
156,846
+4,230
3
$25.9M 6.09%
135,940
+175
4
$25.8M 6.08%
103,191
5
$24.5M 5.76%
58,080
-845
6
$11.7M 2.75%
16,603
-410
7
$10.8M 2.54%
64,717
-1,211
8
$9.89M 2.33%
52,230
9
$9.31M 2.19%
13,064
+242
10
$9.13M 2.15%
20,147
11
$8.97M 2.11%
211,950
-375
12
$8.87M 2.09%
185,435
-425
13
$8.46M 1.99%
25,306
-3,830
14
$8.41M 1.98%
35,070
-195
15
$8.27M 1.95%
44,905
-95
16
$7.75M 1.82%
52,961
-60
17
$7.73M 1.82%
24,460
-2,243
18
$7.37M 1.74%
38,637
-2,505
19
$7.28M 1.71%
42,836
+27,840
20
$7.17M 1.69%
13,886
21
$7.11M 1.67%
11,561
-2,533
22
$6.94M 1.63%
37,260
-9,530
23
$5.64M 1.33%
69,155
-2,200
24
$5.42M 1.28%
18,343
-3,441
25
$5.36M 1.26%
9,160
-900
1
2 3 4