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
$186M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.49M
3
+$1.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.57M
5
LMT icon
Lockheed Martin
LMT
+$1.3M

Top Sells

1
+$6.75M
2
+$1.58M
3
+$1.22M
4
GD icon
General Dynamics
GD
+$1.15M
5
CI icon
Cigna
CI
+$986K

Sector Composition

1 Technology 14.55%
2 Healthcare 7.71%
3 Financials 6.84%
4 Consumer Discretionary 5.32%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.99%
3,843
+2
27
$1.78M 0.96%
3,860
+2,831
28
$1.75M 0.94%
4,965
+239
29
$1.65M 0.89%
4,080
30
$1.65M 0.89%
11,331
-22
31
$1.64M 0.88%
11,444
+745
32
$1.58M 0.85%
21,324
+107
33
$1.56M 0.84%
29,775
+4,563
34
$1.54M 0.83%
8,315
+90
35
$1.53M 0.83%
615
+12
36
$1.52M 0.82%
6,477
-16
37
$1.51M 0.81%
42,728
+1,628
38
$1.51M 0.81%
8,151
-2,311
39
$1.5M 0.81%
4,942
+157
40
$1.45M 0.78%
17,174
+7,540
41
$1.43M 0.77%
4,777
-699
42
$1.4M 0.75%
3,396
+77
43
$1.36M 0.73%
10,240
+126
44
$1.35M 0.73%
7,254
+5,659
45
$1.31M 0.7%
6,664
+116
46
$1.3M 0.7%
10,729
-500
47
$1.29M 0.69%
18,243
-326
48
$1.28M 0.69%
13,108
+2,294
49
$1.22M 0.65%
450
50
$1.11M 0.6%
13,108
+268
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