HIC

Harvey Investment Company Portfolio holdings

AUM $909M
1-Year Est. Return 11.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$590M
AUM Growth
+$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$392K
3
+$223K
4
SHW icon
Sherwin-Williams
SHW
+$203K
5
AMZN icon
Amazon
AMZN
+$193K

Top Sells

1
+$3.31M
2
+$2.63M
3
+$2.56M
4
HXL icon
Hexcel
HXL
+$2.2M
5
ST icon
Sensata Technologies
ST
+$1.5M

Sector Composition

1 Industrials 24.73%
2 Healthcare 23.14%
3 Technology 14.02%
4 Consumer Discretionary 13.7%
5 Consumer Staples 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$294K 0.05%
5,005
77
$275K 0.05%
3,880
78
$245K 0.04%
22,500
79
$244K 0.04%
+973
80
$241K 0.04%
136
81
$227K 0.04%
2,838
82
$224K 0.04%
3,732
83
$221K 0.04%
+1,600
84
$217K 0.04%
+1,125
1 2 3
4