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
$826M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M
2 +$884K
3 +$657K
4
ABT icon
Abbott
ABT
+$265K
5
VNT icon
Vontier
VNT
+$245K

Top Sells

1 +$1.89M
2 +$1.21M
3 +$1.07M
4
ST icon
Sensata Technologies
ST
+$1.06M
5
ABBV icon
AbbVie
ABBV
+$832K

Sector Composition

1 Industrials 23.41%
2 Healthcare 22.49%
3 Consumer Discretionary 17.05%
4 Financials 11.33%
5 Technology 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$484K 0.06%
4,974
77
$480K 0.06%
2,932
78
$436K 0.05%
5,030
+850
79
$351K 0.04%
1,125
80
$316K 0.04%
7,833
81
$289K 0.04%
834
82
$271K 0.03%
511
83
$257K 0.03%
5,005
84
$255K 0.03%
1,238
85
$245K 0.03%
+7,084
86
$238K 0.03%
+1,569
87
$228K 0.03%
10,585
88
$226K 0.03%
1,438
89
$221K 0.03%
26,100
90
$208K 0.03%
+3,432
91
$205K 0.02%
+2,926