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
$450M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$11.7M
3 +$1.1M
4
MA icon
Mastercard
MA
+$432K
5
ABT icon
Abbott
ABT
+$341K

Top Sells

1 +$12.3M
2 +$11.4M
3 +$1.52M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.4M
5
AGN
Allergan plc
AGN
+$1.14M

Sector Composition

1 Healthcare 22.59%
2 Industrials 18.93%
3 Consumer Discretionary 14.29%
4 Consumer Staples 13.41%
5 Technology 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,690
77
-11,668
78
-104,210
79
-53,088