HIC

Harvey Investment Company Portfolio holdings

AUM $939M
1-Year Est. Return 19.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$1.66M
3 +$1.31M
4
FAST icon
Fastenal
FAST
+$591K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$314K

Top Sells

1 +$1.33M
2 +$632K
3 +$583K
4
CLB icon
Core Laboratories
CLB
+$509K
5
PX
Praxair Inc
PX
+$499K

Sector Composition

1 Healthcare 20.92%
2 Industrials 20.49%
3 Consumer Discretionary 14.12%
4 Consumer Staples 13.46%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.05%
22,500
77
$202K 0.05%
+11,668