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
$459M
AUM Growth
+$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$9.41M
2 +$2.05M
3 +$226K
4
KNGT
KNIGHT TRANSPORTATION INC
KNGT
+$207K
5
DUK icon
Duke Energy
DUK
+$194K

Top Sells

1 +$3.86M
2 +$3.85M
3 +$2.12M
4
ORLY icon
O'Reilly Automotive
ORLY
+$894K
5
TJX icon
TJX Companies
TJX
+$664K

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