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
$863M
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1 +$2.77M
2 +$822K
3 +$627K
4
ACGL icon
Arch Capital
ACGL
+$601K
5
UNH icon
UnitedHealth
UNH
+$45.2K

Top Sells

1 +$1.64M
2 +$1.4M
3 +$877K
4
A icon
Agilent Technologies
A
+$497K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$451K

Sector Composition

1 Healthcare 24.35%
2 Industrials 21.74%
3 Consumer Discretionary 14.78%
4 Technology 13.33%
5 Consumer Staples 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$9.72M 1.13%
39,406
27
$8.73M 1.01%
199,678
-100
28
$8.52M 0.99%
42,478
29
$8.29M 0.96%
50,686
-350
30
$8.01M 0.93%
130,820
-2,120
31
$7.67M 0.89%
129,345
-14,795
32
$7.25M 0.84%
75,004
33
$6.92M 0.8%
102,024
34
$5.61M 0.65%
43,070
-1,300
35
$5.29M 0.61%
15,743
36
$5.2M 0.6%
13,942
37
$5.16M 0.6%
21,042
-251
38
$4.84M 0.56%
81,740
-325
39
$4.24M 0.49%
58,242
-700
40
$4.18M 0.48%
28,437
-1,452
41
$4.13M 0.48%
13,561
42
$4.05M 0.47%
14,655
43
$3.76M 0.44%
15,424
-130
44
$3.51M 0.41%
25,740
45
$3.11M 0.36%
19,663
46
$2.95M 0.34%
44,435
47
$2.46M 0.28%
13,852
48
$2.41M 0.28%
4,805
+90
49
$2.24M 0.26%
29,254
50
$2.03M 0.24%
11,651