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
$640M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$861K
2
+$268K
3
+$243K
4
TMO icon
Thermo Fisher Scientific
TMO
+$226K
5
DE icon
Deere & Co
DE
+$222K

Top Sells

1
+$2.57M
2
+$2.04M
3
+$1.2M
4
ST icon
Sensata Technologies
ST
+$742K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$500K

Sector Composition

1 Healthcare 23.85%
2 Industrials 23.56%
3 Technology 14.19%
4 Consumer Discretionary 13.82%
5 Consumer Staples 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$283K 0.04%
18,185
77
$270K 0.04%
973
78
$268K 0.04%
+4,951
79
$261K 0.04%
1,125
80
$259K 0.04%
3,732
81
$256K 0.04%
136
82
$252K 0.04%
1,600
83
$243K 0.04%
+1,458
84
$226K 0.04%
22,500
85
$226K 0.04%
+511
86
$222K 0.03%
+1,000
87
– –
-90,390
88
– –
-26,600
1 2 3
4