HIC

Harvey Investment Company Portfolio holdings

AUM $937M
1-Year Est. Return 15.34%
This Quarter Est. Return
1 Year Est. Return
+15.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$886M
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$1.37M
3 +$516K
4
AME icon
Ametek
AME
+$355K
5
VNT icon
Vontier
VNT
+$328K

Top Sells

1 +$5.24M
2 +$2.22M
3 +$1.74M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.31M
5
TJX icon
TJX Companies
TJX
+$1.16M

Sector Composition

1 Industrials 23.5%
2 Healthcare 21.89%
3 Consumer Discretionary 17.21%
4 Financials 12.71%
5 Technology 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$133K 0.02%
14,855
102
-10,585