HCM

Highview Capital Management Portfolio holdings

AUM $275M
1-Year Est. Return 30.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.29M
3
+$2.27M
4
NKE icon
Nike
NKE
+$1.82M
5
CAT icon
Caterpillar
CAT
+$1.5M

Top Sells

1
+$3.15M
2
+$2.85M
3
+$1.78M
4
FCX icon
Freeport-McMoran
FCX
+$1.48M
5
V icon
Visa
V
+$1.42M

Sector Composition

1 Technology 21.95%
2 Financials 9.49%
3 Consumer Discretionary 8.96%
4 Communication Services 7.16%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 1.03%
27,061
-513
27
$2.58M 0.95%
+14,119
28
$2.54M 0.93%
11,273
+3,340
29
$2.49M 0.92%
6,010
-114
30
$2.47M 0.91%
93,668
-1,436
31
$2.42M 0.89%
9,817
-1,845
32
$2.39M 0.88%
+21,739
33
$2.37M 0.87%
9,730
34
$2.3M 0.84%
6,538
-171
35
$2.26M 0.83%
1,941
+3
36
$2.23M 0.82%
5,703
-282
37
$2.19M 0.8%
18,260
-2,740
38
$2.17M 0.8%
7,554
+1,729
39
$2.16M 0.79%
4,525
+3,505
40
$2.08M 0.76%
8,675
-1,808
41
$2.07M 0.76%
8,018
-120
42
$2.07M 0.76%
17,243
-10,192
43
$2.03M 0.75%
9,400
-100
44
$1.95M 0.72%
13,214
-130
45
$1.94M 0.71%
6,448
-187
46
$1.88M 0.69%
3,446
-10
47
$1.71M 0.63%
+24,463
48
$1.65M 0.61%
14,629
-1,300
49
$1.65M 0.61%
3,360
-811
50
$1.63M 0.6%
5,965
-132
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2
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