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
$471M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$1.75M
2 +$820K
3 +$614K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$589K
5
FAST icon
Fastenal
FAST
+$306K

Top Sells

1 +$1.66M
2 +$1.47M
3 +$671K
4
KNGT
KNIGHT TRANSPORTATION INC
KNGT
+$619K
5
ST icon
Sensata Technologies
ST
+$424K

Sector Composition

1 Healthcare 24.27%
2 Industrials 20.62%
3 Consumer Discretionary 12.48%
4 Consumer Staples 11.92%
5 Technology 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$231K 0.05%
22,500
77
$220K 0.05%
+2,666
78
$213K 0.05%
+12,223
79
$210K 0.04%
+3,222
80
$196K 0.04%
13,665
-2,000
81
-2,433