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
$826M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M
2 +$884K
3 +$657K
4
ABT icon
Abbott
ABT
+$265K
5
VNT icon
Vontier
VNT
+$245K

Top Sells

1 +$1.89M
2 +$1.21M
3 +$1.07M
4
ST icon
Sensata Technologies
ST
+$1.06M
5
ABBV icon
AbbVie
ABBV
+$832K

Sector Composition

1 Industrials 23.41%
2 Healthcare 22.49%
3 Consumer Discretionary 17.05%
4 Financials 11.33%
5 Technology 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.71M 0.21%
11,442
52
$1.63M 0.2%
19,825
-300
53
$1.56M 0.19%
30,307
54
$1.5M 0.18%
6,453
55
$1.43M 0.17%
10,050
56
$1.33M 0.16%
8,678
-420
57
$1.31M 0.16%
12,631
58
$1.24M 0.15%
10,350
-5,900
59
$1.18M 0.14%
9,286
60
$1.14M 0.14%
7,140
61
$1.01M 0.12%
3,075
62
$973K 0.12%
19,364
63
$943K 0.11%
9,261
64
$887K 0.11%
30,797
-500
65
$864K 0.1%
9,182
66
$822K 0.1%
15,797
67
$797K 0.1%
4,274
-33
68
$784K 0.09%
1,712
69
$553K 0.07%
2,250
70
$545K 0.07%
1,363
71
$543K 0.07%
3,890
72
$541K 0.07%
5,988
73
$528K 0.06%
15,686
74
$500K 0.06%
19,155
75
$485K 0.06%
13,986