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
$135M
AUM Growth
+$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$5.42M
3
+$1.34M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.05M
5
CI icon
Cigna
CI
+$999K

Top Sells

1
+$1.93M
2
+$1.04M
3
+$960K
4
PAYX icon
Paychex
PAYX
+$918K
5
ABT icon
Abbott
ABT
+$806K

Sector Composition

1 Technology 14.73%
2 Healthcare 10.47%
3 Financials 6.52%
4 Consumer Discretionary 5.63%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.99%
8,150
+367
27
$1.3M 0.97%
12,454
-560
28
$1.26M 0.93%
3,723
+197
29
$1.24M 0.92%
7,003
+186
30
$1.19M 0.88%
5,150
+367
31
$1.19M 0.88%
14,512
+2,242
32
$1.18M 0.87%
4,399
-1,740
33
$1.12M 0.83%
10,877
34
$1.04M 0.77%
6,391
+4,793
35
$1.02M 0.76%
22,940
+160
36
$999K 0.74%
+3,601
37
$933K 0.69%
5,590
+270
38
$932K 0.69%
13,485
+276
39
$922K 0.68%
4,731
+263
40
$883K 0.66%
6,532
41
$869K 0.64%
15,465
-602
42
$863K 0.64%
3,126
+123
43
$855K 0.63%
+18,066
44
$851K 0.63%
10,393
-533
45
$829K 0.61%
1,507
-822
46
$806K 0.6%
7,135
47
$789K 0.59%
9,165
+2,015
48
$774K 0.57%
+8,948
49
$774K 0.57%
+21,551
50
$739K 0.55%
450
-446
1
2
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