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
$241M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$4.17M
3
+$1.81M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.69M
5
GS icon
Goldman Sachs
GS
+$1.59M

Top Sells

1
+$7.22M
2
+$2.78M
3
+$1.74M
4
CME icon
CME Group
CME
+$1.53M
5
TTWO icon
Take-Two Interactive
TTWO
+$1.41M

Sector Composition

1 Technology 18.03%
2 Financials 7.41%
3 Consumer Discretionary 7.32%
4 Healthcare 7.14%
5 Communication Services 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 1.08%
5,535
+110
27
$2.53M 1.05%
22,991
+1,331
28
$2.48M 1.03%
18,853
+907
29
$2.28M 0.95%
11,276
+1,088
30
$2.28M 0.95%
33,652
+2,028
31
$2M 0.83%
3,935
+9
32
$1.97M 0.82%
8,264
+559
33
$1.96M 0.81%
14,441
+3,392
34
$1.84M 0.77%
11,548
+463
35
$1.83M 0.76%
11,726
+5,861
36
$1.82M 0.76%
5,917
+307
37
$1.81M 0.75%
+24,938
38
$1.77M 0.73%
9,625
39
$1.74M 0.72%
35,715
+3,766
40
$1.62M 0.68%
25,775
+1,018
41
$1.61M 0.67%
2,750
+184
42
$1.59M 0.66%
+3,511
43
$1.57M 0.65%
41,239
+5,066
44
$1.54M 0.64%
390
45
$1.52M 0.63%
19,680
+1,400
46
$1.5M 0.62%
506
-97
47
$1.5M 0.62%
5,821
-75
48
$1.41M 0.59%
4,856
+318
49
$1.37M 0.57%
+13,992
50
$1.36M 0.57%
1,733
+69
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2
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