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
$188M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.01M
3
+$1.13M
4
MCK icon
McKesson
MCK
+$1.1M
5
GD icon
General Dynamics
GD
+$1.09M

Top Sells

1
+$2.64M
2
+$1.99M
3
+$1.57M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.39M
5
SYK icon
Stryker
SYK
+$1.16M

Sector Composition

1 Technology 16.48%
2 Financials 8.31%
3 Healthcare 6.46%
4 Consumer Discretionary 5.68%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 1.07%
+72,599
27
$1.95M 1.04%
11,438
+147
28
$1.94M 1.03%
34,990
-35,903
29
$1.9M 1.01%
5,378
+3,187
30
$1.85M 0.99%
8,793
+630
31
$1.81M 0.97%
11,383
+1,218
32
$1.78M 0.95%
2,991
+153
33
$1.73M 0.92%
3,807
+31
34
$1.59M 0.85%
30,228
+588
35
$1.52M 0.81%
10,809
+80
36
$1.48M 0.79%
15,805
+2,847
37
$1.47M 0.78%
568
-5
38
$1.45M 0.77%
410
-40
39
$1.42M 0.76%
18,943
40
$1.41M 0.75%
7,117
+36
41
$1.41M 0.75%
5,180
+39
42
$1.4M 0.75%
3,505
43
$1.21M 0.64%
34,293
+13,012
44
$1.19M 0.63%
7,965
+118
45
$1.18M 0.63%
1,455
-20
46
$1.13M 0.6%
2,555
+13
47
$1.12M 0.6%
1,588
+25
48
$1.11M 0.59%
6,532
49
$1.1M 0.59%
2,472
-925
50
$1.1M 0.59%
+2,382
1
2
3 4 5