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
51
$1.99M 0.23%
38,147
-2,000
52
$1.94M 0.22%
30,357
-3,400
53
$1.9M 0.22%
32,212
54
$1.71M 0.2%
7,866
55
$1.68M 0.19%
19,585
-2,050
56
$1.65M 0.19%
9,098
-500
57
$1.64M 0.19%
6,653
58
$1.58M 0.18%
13,496
59
$1.44M 0.17%
12,631
60
$997K 0.12%
19,364
61
$993K 0.12%
16,866
-1,605
62
$961K 0.11%
10,115
63
$934K 0.11%
6,032
64
$918K 0.11%
9,966
-85
65
$833K 0.1%
4,307
66
$794K 0.09%
1,712
67
$745K 0.09%
7,260
68
$707K 0.08%
3,395
-350
69
$698K 0.08%
15,686
70
$601K 0.07%
+13,515
71
$591K 0.07%
4,080
72
$573K 0.07%
2,275
73
$526K 0.06%
13,986
74
$500K 0.06%
5,374
75
$473K 0.05%
15,797
-2,200