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
$494M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$820K
2 +$814K
3 +$451K
4
FAST icon
Fastenal
FAST
+$262K
5
MNRO icon
Monro
MNRO
+$221K

Top Sells

1 +$488K
2 +$445K
3 +$387K
4
MMM icon
3M
MMM
+$377K
5
MTD icon
Mettler-Toledo International
MTD
+$333K

Sector Composition

1 Healthcare 26.1%
2 Industrials 21.85%
3 Technology 11.25%
4 Consumer Staples 10.64%
5 Financials 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$236K 0.05%
3,621
77
$233K 0.05%
11,529
78
$221K 0.04%
+5,285
79
$218K 0.04%
2,000
80
$100K 0.02%
13,515
81
-10,800