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
$901M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$2.33M
3
+$2.24M
4
NDSN icon
Nordson
NDSN
+$1.9M
5
EMR icon
Emerson Electric
EMR
+$263K

Top Sells

1
+$3.64M
2
+$1.24M
3
+$1.14M
4
TJX icon
TJX Companies
TJX
+$1.11M
5
KNX icon
Knight Transportation
KNX
+$1.09M

Sector Composition

1 Industrials 22.51%
2 Healthcare 21.68%
3 Consumer Discretionary 18.27%
4 Financials 13.9%
5 Technology 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$166K 0.02%
14,855
102
– –
-420
103
– –
-2,000
1 2 3 4
5