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
$175M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.64M
3
+$1.45M
4
OXY icon
Occidental Petroleum
OXY
+$1.43M
5
SYK icon
Stryker
SYK
+$1.16M

Top Sells

1
+$9.99M
2
+$3.42M
3
+$1.45M
4
RTX icon
RTX Corp
RTX
+$1.28M
5
MRK icon
Merck
MRK
+$1.1M

Sector Composition

1 Technology 15.75%
2 Healthcare 8.12%
3 Financials 7.15%
4 Consumer Discretionary 5.54%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.99%
4,958
-7
27
$1.7M 0.97%
14,470
-452
28
$1.64M 0.94%
11,291
-40
29
$1.63M 0.93%
8,163
-152
30
$1.58M 0.9%
29,640
-135
31
$1.57M 0.9%
44,889
+2,161
32
$1.54M 0.88%
3,776
-84
33
$1.46M 0.83%
573
-42
34
$1.45M 0.83%
+2,838
35
$1.43M 0.82%
+22,020
36
$1.42M 0.81%
10,165
-75
37
$1.41M 0.81%
10,729
38
$1.39M 0.79%
3,397
+1
39
$1.39M 0.79%
450
40
$1.32M 0.76%
3,505
-575
41
$1.3M 0.74%
18,943
+700
42
$1.22M 0.7%
7,833
-4,030
43
$1.2M 0.69%
5,141
-1,336
44
$1.2M 0.69%
7,081
-173
45
$1.16M 0.66%
+4,245
46
$1.15M 0.66%
12,958
-150
47
$1.14M 0.65%
+19,587
48
$1.06M 0.61%
7,847
-3,597
49
$1.04M 0.59%
4,214
-728
50
$1.01M 0.58%
6,532
1
2
3 4 5