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
$333M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1 +$20M
2 +$18.8M
3 +$17.7M
4
ORLY icon
O'Reilly Automotive
ORLY
+$17.5M
5
MMM icon
3M
MMM
+$14.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 21%
2 Industrials 18.88%
3 Consumer Staples 15.58%
4 Consumer Discretionary 12.36%
5 Financials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$308K 0.09%
+31,399
77
$303K 0.09%
+4,395
78
$291K 0.09%
+4,311
79
$262K 0.08%
+4,908
80
$252K 0.08%
+4,275
81
$251K 0.08%
+5,030
82
$218K 0.07%
+3,621
83
$212K 0.06%
+1,353
84
$201K 0.06%
+2,698
85
$170K 0.05%
+13,200