HIC

Harvey Investment Company Portfolio holdings

AUM $909M
1-Year Est. Return 11.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$937M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.25M
3
+$1.33M
4
ADBE icon
Adobe
ADBE
+$1.04M
5
CPRT icon
Copart
CPRT
+$895K

Top Sells

1
+$26.9M
2
+$4.53M
3
+$1.58M
4
KMX icon
CarMax
KMX
+$1.23M
5
APH icon
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
$205K 0.02%
+7,300
102
– –
-76,719
103
– –
-1,016
104
– –
-4,405
1 2 3 4
5