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
$396M
AUM Growth
-$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.87M
3 +$1.67M
4
WWW icon
Wolverine World Wide
WWW
+$583K
5
PAYX icon
Paychex
PAYX
+$545K

Top Sells

1 +$3.45M
2 +$2.25M
3 +$1.59M
4
RBA icon
RB Global
RBA
+$1.37M
5
CHRW icon
C.H. Robinson
CHRW
+$297K

Sector Composition

1 Healthcare 25.07%
2 Industrials 18.19%
3 Consumer Staples 14.04%
4 Consumer Discretionary 12.88%
5 Financials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$283K 0.07%
28,000
-1,500
77
$269K 0.07%
4,248
78
$261K 0.07%
2,000
79
$255K 0.06%
2,411
80
$248K 0.06%
3,960
81
$246K 0.06%
2,698
82
$217K 0.05%
+2,000
83
$209K 0.05%
3,621
84
$204K 0.05%
+3,070
85
$202K 0.05%
18,500
86
-4,650
87
-2,496
88
-34,034