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
$173M
AUM Growth
+$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.94M
3
+$1.08M
4
NKE icon
Nike
NKE
+$949K
5
CME icon
CME Group
CME
+$830K

Top Sells

1
+$1.92M
2
+$1.58M
3
+$1.23M
4
SLB icon
SLB Limited
SLB
+$1.18M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.11M

Sector Composition

1 Technology 12.49%
2 Healthcare 8.16%
3 Financials 6.83%
4 Consumer Discretionary 5.43%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.94%
21,217
+294
27
$1.58M 0.91%
12,785
+15
28
$1.58M 0.91%
8,225
+4,333
29
$1.53M 0.88%
5,476
+101
30
$1.49M 0.86%
4,726
+26
31
$1.49M 0.86%
10,699
+4,557
32
$1.48M 0.86%
3,319
+12
33
$1.48M 0.86%
603
+209
34
$1.48M 0.85%
11,353
+3,238
35
$1.45M 0.84%
10,114
+106
36
$1.45M 0.84%
41,100
+29
37
$1.36M 0.79%
6,493
-75
38
$1.26M 0.73%
4,785
+44
39
$1.24M 0.72%
25,212
+252
40
$1.24M 0.72%
12,394
+414
41
$1.19M 0.69%
450
42
$1.19M 0.69%
18,569
43
$1.17M 0.67%
11,229
44
$1.15M 0.66%
5,025
+43
45
$1.09M 0.63%
6,548
+65
46
$1.08M 0.62%
+21,991
47
$1.07M 0.62%
6,588
+205
48
$1.06M 0.61%
10,814
+117
49
$1.05M 0.61%
3,219
+28
50
$1.04M 0.6%
16,168
+229
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2
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