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
$272M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.58M
3
+$2.39M
4
NKE icon
Nike
NKE
+$1.71M
5
CAT icon
Caterpillar
CAT
+$1.67M

Top Sells

1
+$3.23M
2
+$2.96M
3
+$1.78M
4
FCX icon
Freeport-McMoran
FCX
+$1.48M
5
V icon
Visa
V
+$1.4M

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
BSX icon
51
Boston Scientific
BSX
$131B
$1.63M 0.6%
16,652
-470
DUK icon
52
Duke Energy
DUK
$92.7B
$1.59M 0.59%
12,883
+300
COF icon
53
Capital One
COF
$152B
$1.58M 0.58%
7,442
-41
IVW icon
54
iShares S&P 500 Growth ETF
IVW
$66.9B
$1.57M 0.58%
13,021
DE icon
55
Deere & Co
DE
$139B
$1.55M 0.57%
3,380
AZO icon
56
AutoZone
AZO
$58.4B
$1.45M 0.53%
337
+2
WELL icon
57
Welltower
WELL
$131B
$1.32M 0.49%
7,430
-249
TMO icon
58
Thermo Fisher Scientific
TMO
$232B
$1.32M 0.49%
2,723
+1,767
VIG icon
59
Vanguard Dividend Appreciation ETF
VIG
$105B
$1.3M 0.48%
6,037
-72
WCN icon
60
Waste Connections
WCN
$42.8B
$1.28M 0.47%
7,293
-240
MSI icon
61
Motorola Solutions
MSI
$66.7B
$1.24M 0.45%
2,702
-69
FIVE icon
62
Five Below
FIVE
$10.8B
$1.21M 0.44%
+7,801
QQQ icon
63
Invesco QQQ Trust
QQQ
$409B
$1.19M 0.44%
1,988
+110
CYBR icon
64
CyberArk
CYBR
$22.9B
$1.19M 0.44%
2,469
-2,523
CFG icon
65
Citizens Financial Group
CFG
$26.1B
$1.19M 0.44%
+22,420
DGX icon
66
Quest Diagnostics
DGX
$21.1B
$1.18M 0.43%
6,205
-139
CELH icon
67
Celsius Holdings
CELH
$14B
$1.17M 0.43%
20,315
-21,886
HD icon
68
Home Depot
HD
$378B
$1.17M 0.43%
2,879
-89
NOW icon
69
ServiceNow
NOW
$134B
$1.09M 0.4%
5,925
-135
CVS icon
70
CVS Health
CVS
$99.8B
$1.05M 0.39%
+13,956
TEL icon
71
TE Connectivity
TEL
$70.9B
$1.04M 0.38%
+4,758
MCO icon
72
Moody's
MCO
$96.1B
$1.03M 0.38%
+2,156
QCOM icon
73
Qualcomm
QCOM
$171B
$998K 0.37%
6,000
FANG icon
74
Diamondback Energy
FANG
$43.3B
$947K 0.35%
6,617
-26
VRSK icon
75
Verisk Analytics
VRSK
$30.7B
$817K 0.3%
3,250
1 2
3
4 5