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
$475M
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.02M
3 +$830K
4
WAT icon
Waters Corp
WAT
+$526K
5
VRSK icon
Verisk Analytics
VRSK
+$455K

Top Sells

1 +$2M
2 +$1.58M
3 +$1.31M
4
TJX icon
TJX Companies
TJX
+$480K
5
WWW icon
Wolverine World Wide
WWW
+$340K

Sector Composition

1 Healthcare 23.54%
2 Industrials 20.94%
3 Consumer Discretionary 12.08%
4 Consumer Staples 11.35%
5 Technology 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$230K 0.05%
22,500
77
$223K 0.05%
+7,955
78
$208K 0.04%
2,666
79
$207K 0.04%
13,665
80
$207K 0.04%
+2,000
81
-3,887
82
-3,222