HCM

Highview Capital Management Portfolio holdings

AUM $259M
1-Year Est. Return 22.93%
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$11.7M
3
+$8.62M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.71M
5
MSFT icon
Microsoft
MSFT
+$6.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.33%
2 Financials 8.53%
3 Consumer Discretionary 8.39%
4 Healthcare 6.32%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 1%
+15,643
27
$1.53M 0.99%
+4,380
28
$1.52M 0.99%
+10,500
29
$1.48M 0.96%
+10,850
30
$1.43M 0.92%
+24,222
31
$1.37M 0.89%
+9,758
32
$1.36M 0.88%
+3,280
33
$1.3M 0.85%
+19,610
34
$1.3M 0.85%
+7,135
35
$1.3M 0.85%
+6,916
36
$1.27M 0.82%
+16,173
37
$1.26M 0.82%
+26,190
38
$1.24M 0.8%
+11,434
39
$1.21M 0.78%
+30,564
40
$1.2M 0.78%
+16,640
41
$1.2M 0.77%
+12,798
42
$1.13M 0.74%
+2,000
43
$1.12M 0.73%
+6,532
44
$1.12M 0.73%
+2,694
45
$1.1M 0.72%
+5,923
46
$1.08M 0.7%
+450
47
$1.07M 0.69%
+4,446
48
$1.05M 0.68%
+3,918
49
$1.04M 0.67%
+8,025
50
$925K 0.6%
+5,548
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