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
$863M
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1 +$2.77M
2 +$822K
3 +$627K
4
ACGL icon
Arch Capital
ACGL
+$601K
5
UNH icon
UnitedHealth
UNH
+$45.2K

Top Sells

1 +$1.64M
2 +$1.4M
3 +$877K
4
A icon
Agilent Technologies
A
+$497K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$451K

Sector Composition

1 Healthcare 24.35%
2 Industrials 21.74%
3 Consumer Discretionary 14.78%
4 Technology 13.33%
5 Consumer Staples 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$467K 0.05%
1,363
77
$419K 0.05%
3,132
-144
78
$409K 0.05%
1,743
-1,000
79
$396K 0.05%
1,125
80
$372K 0.04%
896
81
$371K 0.04%
7,833
82
$341K 0.04%
511
83
$330K 0.04%
3,532
84
$313K 0.04%
1,458
85
$312K 0.04%
5,005
86
$298K 0.03%
4,351
87
$287K 0.03%
1,304
88
$281K 0.03%
2,675
89
$267K 0.03%
1,600
90
$250K 0.03%
1,368
91
$245K 0.03%
22,500
92
$229K 0.03%
130
-6
93
$220K 0.03%
7,300
-1,000
94
$208K 0.02%
900