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
$156M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.46M
3
+$1.4M
4
TMUS icon
T-Mobile US
TMUS
+$1.26M
5
DUK icon
Duke Energy
DUK
+$1.22M

Top Sells

1
+$7.05M
2
+$2.02M
3
+$1.54M
4
ROK icon
Rockwell Automation
ROK
+$1.53M
5
DHI icon
D.R. Horton
DHI
+$1.24M

Sector Composition

1 Technology 20.19%
2 Healthcare 8.56%
3 Financials 7.97%
4 Industrials 6.91%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 1.01%
3,341
-183
27
$1.5M 0.97%
11,020
+170
28
$1.49M 0.96%
25,389
+1,167
29
$1.44M 0.92%
22,810
+3,200
30
$1.33M 0.85%
15,681
+2,883
31
$1.31M 0.85%
26,490
+300
32
$1.27M 0.81%
10,702
+944
33
$1.26M 0.81%
5,298
+4,198
34
$1.26M 0.81%
+9,818
35
$1.23M 0.79%
11,874
-8,358
36
$1.22M 0.78%
+10,915
37
$1.22M 0.78%
7,281
+3,988
38
$1.17M 0.75%
4,275
+735
39
$1.16M 0.74%
+11,682
40
$1.16M 0.74%
7,155
-3,633
41
$1.15M 0.74%
+16,988
42
$1.09M 0.7%
4,413
+495
43
$1.09M 0.7%
4,902
-2,340
44
$1.09M 0.7%
7,135
45
$1.07M 0.69%
+16,555
46
$1.06M 0.68%
6,532
47
$1.06M 0.68%
3,138
-142
48
$1.01M 0.65%
21,557
+11,187
49
$999K 0.64%
+7,133
50
$945K 0.61%
8,025
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