HIC
Harvey Investment Company Portfolio holdings
AUM
$910M
1-Year Est. Return
15.35%
1 Year Est. Return
+15.35%
AUM
$910M
AUM Growth
+$9.22M
(+1%)
Holding
105
Top Buys
| 1 | +$3.09M | |
| 2 | +$3.01M | |
| 3 | +$2.41M | |
| 4 |
Nordson
NDSN
|
+$1.55M |
| 5 |
Agilent Technologies
A
|
+$1.31M |
Top Sells
| 1 | +$6.43M | |
| 2 | +$3.14M | |
| 3 | +$1.58M | |
| 4 |
Knight Transportation
KNX
|
+$1.43M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.34M |
Sector Composition
| 1 | Industrials | 23.07% |
| 2 | Healthcare | 21.99% |
| 3 | Consumer Discretionary | 17.56% |
| 4 | Financials | 13.12% |
| 5 | Technology | 11.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Thermo Fisher Scientific
TMO
$204B
| $207K | 0.02% |
511
|
|
||
102
Bristol-Myers Squibb
BMY
$88.8B
| $204K | 0.02% |
4,405
|
|
||
103
JB Hunt Transport Services
JBHT
$15.7B
| – | – |
-3,425
|
|
||
104
Trinity Industries
TRN
$2.26B
| – | – |
-7,300
|
|
||
|
WBA
105
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-14,855
|
|