HIC
Harvey Investment Company Portfolio holdings
AUM
$939M
1-Year Est. Return
19.01%
This Fund
S&P 500
1 Year Est. Return
+19.01%
AUM
$939M
AUM Growth
+$2.05M
(+0.22%)
Holding
102
Top Buys
| 1 | +$8.18M | |
| 2 | +$2.09M | |
| 3 | +$1.45M | |
| 4 |
NVIDIA
NVDA
|
+$255K |
| 5 |
Vontier
VNT
|
+$165K |
Top Sells
| 1 | +$1.66M | |
| 2 | +$1.23M | |
| 3 | +$1.13M | |
| 4 |
Adobe
ADBE
|
+$934K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$842K |
Sector Composition
| 1 | Healthcare | 24.47% |
| 2 | Industrials | 22.82% |
| 3 | Consumer Discretionary | 18.38% |
| 4 | Financials | 12.89% |
| 5 | Technology | 8.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Tennant Co
TNC
$1.11B
| – | – |
-2,825
|
|
||
102
Trinity Industries
TRN
$2.65B
| – | – |
-7,300
|
|