HIC

Harvey Investment Company Portfolio holdings

AUM $937M
1-Year Est. Return 15.34%
This Quarter Est. Return
1 Year Est. Return
+15.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$459M
AUM Growth
+$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$8.51M
2 +$1.96M
3 +$219K
4
DUK icon
Duke Energy
DUK
+$209K
5
KNGT
KNIGHT TRANSPORTATION INC
KNGT
+$207K

Top Sells

1 +$4.22M
2 +$3.85M
3 +$2.31M
4
ORLY icon
O'Reilly Automotive
ORLY
+$914K
5
TJX icon
TJX Companies
TJX
+$671K

Sector Composition

1 Healthcare 23.44%
2 Industrials 20.27%
3 Consumer Discretionary 13.11%
4 Consumer Staples 12.6%
5 Technology 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$209K 0.05%
+2,433
77
-34,270