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
$283M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.95M
3
+$1.84M
4
AAPL icon
Apple
AAPL
+$1.62M
5
PCAR icon
PACCAR
PCAR
+$1.61M

Top Sells

1
+$2.42M
2
+$2.39M
3
+$1.71M
4
WCN icon
Waste Connections
WCN
+$1.28M
5
MSI icon
Motorola Solutions
MSI
+$1.24M

Sector Composition

1 Technology 21.19%
2 Financials 8.64%
3 Consumer Discretionary 8.27%
4 Communication Services 7.3%
5 Healthcare 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SUB icon
26
iShares Short-Term National Muni Bond ETF
SUB
$11.2B
$2.95M 1.04%
27,614
WMT icon
27
Walmart Inc
WMT
$1.05T
$2.94M 1.04%
26,375
-686
PLTR icon
28
Palantir
PLTR
$320B
$2.91M 1.03%
16,366
+2,247
CAT icon
29
Caterpillar
CAT
$421B
$2.6M 0.92%
4,540
+15
HII icon
30
Huntington Ingalls Industries
HII
$13.3B
$2.59M 0.91%
7,622
+68
PWR icon
31
Quanta Services
PWR
$117B
$2.57M 0.91%
6,096
+86
SNOW icon
32
Snowflake
SNOW
$52.3B
$2.54M 0.9%
11,581
+308
VRTX icon
33
Vertex Pharmaceuticals
VRTX
$114B
$2.45M 0.87%
5,409
-294
MTUM icon
34
iShares MSCI USA Momentum Factor ETF
MTUM
$26.3B
$2.15M 0.76%
+8,594
ULTA icon
35
Ulta Beauty
ULTA
$21.7B
$2.13M 0.75%
3,515
+69
ISRG icon
36
Intuitive Surgical
ISRG
$152B
$2.08M 0.73%
+3,672
TTWO icon
37
Take-Two Interactive
TTWO
$44.7B
$2.05M 0.72%
8,012
-6
GE icon
38
GE Aerospace
GE
$303B
$1.99M 0.7%
6,448
WFC icon
39
Wells Fargo
WFC
$226B
$1.98M 0.7%
+21,191
BKNG icon
40
Booking.com
BKNG
$120B
$1.91M 0.67%
8,925
-475
CRWD icon
41
CrowdStrike
CRWD
$148B
$1.91M 0.67%
4,067
+707
WDC icon
42
Western Digital
WDC
$166B
$1.86M 0.66%
10,807
-6,436
SOFI icon
43
SoFi Technologies
SOFI
$20.5B
$1.85M 0.65%
70,755
-22,913
FIVE icon
44
Five Below
FIVE
$11.8B
$1.83M 0.65%
9,724
+1,923
XYL icon
45
Xylem
XYL
$26B
$1.81M 0.64%
13,268
+54
XOM icon
46
Exxon Mobil
XOM
$632B
$1.8M 0.64%
14,989
+360
PCAR icon
47
PACCAR
PCAR
$59.2B
$1.72M 0.61%
+15,742
NFLX icon
48
Netflix
NFLX
$368B
$1.71M 0.6%
18,265
+5
BLK icon
49
Blackrock
BLK
$172B
$1.67M 0.59%
1,562
-379
TMUS icon
50
T-Mobile US
TMUS
$203B
$1.66M 0.59%
8,179
-496
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