HPWM

High Pines Wealth Management Portfolio holdings

AUM $65.6M
1-Year Est. Return 22.23%
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.22M
3
+$1.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$565K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$268K

Top Sells

1
+$1.4M
2
+$1.33M
3
+$1.19M
4
TMO icon
Thermo Fisher Scientific
TMO
+$545K
5
NYT icon
New York Times
NYT
+$259K

Sector Composition

1 Technology 16.13%
2 Healthcare 13.03%
3 Financials 9.95%
4 Consumer Discretionary 9.88%
5 Communication Services 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.64%
25,413
-486
27
$1.61M 1.42%
29,765
28
$1.45M 1.28%
5,865
+48
29
$1.07M 0.95%
10,420
30
$875K 0.77%
4,029
31
$802K 0.71%
6,000
32
$713K 0.63%
15,750
+480
33
$623K 0.55%
2,438
+1,050
34
$576K 0.51%
8,704
+1,603
35
$402K 0.36%
2,982
36
$371K 0.33%
3,734
37
$369K 0.33%
3,174
+654
38
$365K 0.32%
3,093
39
$310K 0.27%
2,000
40
– –
-5,000
1
2