HIC

Harvey Investment Company Portfolio holdings

AUM $910M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$861K
2 +$268K
3 +$243K
4
TMO icon
Thermo Fisher Scientific
TMO
+$226K
5
DE icon
Deere & Co
DE
+$222K

Top Sells

1 +$2.57M
2 +$2.04M
3 +$1.2M
4
ST icon
Sensata Technologies
ST
+$742K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$500K

Sector Composition

1 Healthcare 23.85%
2 Industrials 23.56%
3 Technology 14.19%
4 Consumer Discretionary 13.82%
5 Consumer Staples 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.98M 1.25%
57,395
27
$7.61M 1.19%
39,401
-95
28
$7.16M 1.12%
104,274
29
$5.69M 0.89%
210,208
30
$5.26M 0.82%
153,213
-5,602
31
$4.88M 0.76%
66,420
+140
32
$4.79M 0.75%
43,578
33
$4.63M 0.72%
20,380
+3,792
34
$4.53M 0.71%
60,142
-1,000
35
$4.37M 0.68%
88,574
36
$4.06M 0.63%
13,624
37
$4.02M 0.63%
43,710
+1,250
38
$3.92M 0.61%
18,643
39
$3.17M 0.5%
19,162
-50
40
$2.87M 0.45%
28,849
+70
41
$2.73M 0.43%
13,942
-600
42
$2.67M 0.42%
46,386
43
$2.48M 0.39%
11,801
44
$2.44M 0.38%
30,843
45
$2.17M 0.34%
14,655
46
$2.14M 0.33%
22,255
47
$1.66M 0.26%
14,352
48
$1.54M 0.24%
8,055
+5
49
$1.47M 0.23%
40,914
-126
50
$1.42M 0.22%
26,835
+85