HCM

Highview Capital Management Portfolio holdings

AUM $272M
1-Year Est. Return 27.65%
This Quarter Est. Return
1 Year Est. Return
+27.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$1.65M
3
+$1.63M
4
TTWO icon
Take-Two Interactive
TTWO
+$1.5M
5
LH icon
Labcorp
LH
+$1.42M

Top Sells

1
+$4.04M
2
+$3.18M
3
+$2.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.69M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Technology 18.39%
2 Financials 9.23%
3 Consumer Discretionary 8.14%
4 Communication Services 6.65%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 1.2%
5,917
+146
27
$2.7M 1.13%
10,113
-6,140
28
$2.57M 1.08%
25,491
+984
29
$2.4M 1.01%
16,128
+2,571
30
$2.17M 0.91%
3,974
+157
31
$1.93M 0.81%
20,710
+510
32
$1.87M 0.78%
15,710
+9,534
33
$1.86M 0.78%
20,014
-29,012
34
$1.77M 0.74%
3,096
+85
35
$1.76M 0.74%
1,863
+83
36
$1.75M 0.73%
380
-10
37
$1.67M 0.7%
17,491
+6,942
38
$1.66M 0.69%
6,522
+218
39
$1.65M 0.69%
+4,735
40
$1.63M 0.68%
+4,828
41
$1.59M 0.66%
3,380
42
$1.56M 0.65%
6,013
+152
43
$1.55M 0.65%
5,776
+284
44
$1.53M 0.64%
6,004
+266
45
$1.52M 0.64%
9,730
-25
46
$1.51M 0.63%
5,963
-2,789
47
$1.5M 0.63%
+7,215
48
$1.45M 0.61%
43,661
+1,187
49
$1.42M 0.59%
11,633
+742
50
$1.42M 0.59%
+6,084
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