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
51
$1.27M 0.2%
36,565
52
$1.25M 0.2%
36,699
53
$1.24M 0.19%
6,193
-400
54
$1.18M 0.18%
22,844
55
$1.15M 0.18%
8,269
56
$1.1M 0.17%
10,198
57
$1.08M 0.17%
15,028
-1,390
58
$994K 0.16%
12,743
59
$883K 0.14%
28,442
60
$796K 0.12%
10,615
-400
61
$790K 0.12%
9,850
-32,080
62
$712K 0.11%
7,525
63
$709K 0.11%
1,712
64
$703K 0.11%
5,664
65
$617K 0.1%
4,307
66
$588K 0.09%
2,941
67
$569K 0.09%
4,892
68
$465K 0.07%
2,363
69
$378K 0.06%
15,686
70
$362K 0.06%
13,986
71
$352K 0.06%
5,374
72
$333K 0.05%
3,758
+920
73
$328K 0.05%
8,499
74
$302K 0.05%
5,005
75
$284K 0.04%
3,880