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
$246M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.8M
3
+$1.65M
4
HUBS icon
HubSpot
HUBS
+$1.53M
5
CPT icon
Camden Property Trust
CPT
+$1.24M

Top Sells

1
+$4.77M
2
+$4.28M
3
+$1.87M
4
RCL icon
Royal Caribbean
RCL
+$1.84M
5
CVX icon
Chevron
CVX
+$1.83M

Sector Composition

1 Technology 19.55%
2 Financials 8.07%
3 Healthcare 6.88%
4 Consumer Discretionary 6.45%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 1.1%
10,701
-2,334
27
$2.64M 1.07%
5,669
+134
28
$2.47M 1.01%
11,730
+454
29
$2.4M 0.97%
26,968
+2,030
30
$2.37M 0.96%
4,055
+120
31
$2.2M 0.89%
8,608
+344
32
$2.01M 0.82%
14,879
+438
33
$1.93M 0.79%
23,068
+3,388
34
$1.81M 0.73%
3,646
+135
35
$1.8M 0.73%
+3,485
36
$1.66M 0.68%
6,141
+224
37
$1.65M 0.67%
+14,088
38
$1.64M 0.67%
390
39
$1.64M 0.67%
41,894
+655
40
$1.63M 0.66%
9,755
+130
41
$1.63M 0.66%
1,716
+104
42
$1.62M 0.66%
515
+9
43
$1.56M 0.63%
5,218
+162
44
$1.54M 0.63%
5,981
+160
45
$1.53M 0.62%
+2,882
46
$1.53M 0.62%
5,069
+213
47
$1.5M 0.61%
5,534
+257
48
$1.5M 0.61%
2,905
+60
49
$1.44M 0.59%
3,967
+180
50
$1.44M 0.59%
3,455
-50
1
2
3 4 5