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
$937M
AUM Growth
+$27.2M
(+3%)
Holding
104
Top Buys
| 1 | +$3.65M | |
| 2 | +$3.25M | |
| 3 | +$1.33M | |
| 4 |
Adobe
ADBE
|
+$1.04M |
| 5 |
Copart
CPRT
|
+$895K |
Top Sells
| 1 | +$26.9M | |
| 2 | +$4.53M | |
| 3 | +$1.58M | |
| 4 |
CarMax
KMX
|
+$1.23M |
| 5 |
Amphenol
APH
|
+$1.02M |
Sector Composition
| 1 | Healthcare | 23.23% |
| 2 | Industrials | 22.53% |
| 3 | Consumer Discretionary | 19.75% |
| 4 | Financials | 13% |
| 5 | Technology | 8.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Trinity Industries
TRN
$2.38B
| $205K | 0.02% |
+7,300
|
|
||
|
ANSS
102
DELISTED
Ansys
ANSS
| – | – |
-76,719
|
|
||
103
Bristol-Myers Squibb
BMY
$119B
| – | – |
-4,405
|
|
||
104
Texas Instruments
TXN
$172B
| – | – |
-1,016
|
|