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
$866M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$2.83M
3 +$493K
4
BECN
Beacon Roofing Supply, Inc.
BECN
+$203K
5
AOS icon
A.O. Smith
AOS
+$153K

Top Sells

1 +$1.53M
2 +$1.39M
3 +$1.16M
4
ANSS
Ansys
ANSS
+$724K
5
WAT icon
Waters Corp
WAT
+$716K

Sector Composition

1 Industrials 23.03%
2 Healthcare 21.17%
3 Consumer Discretionary 17.99%
4 Financials 13.12%
5 Technology 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$203K 0.02%
+2,000
102
$139K 0.02%
14,855
103
-596
104
-2,428
105
-1,016