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
$275M
AUM Growth
-$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.26M
3
+$2.16M
4
KLAC icon
KLA
KLAC
+$1.88M
5
CME icon
CME Group
CME
+$1.63M

Top Sells

1
+$3.99M
2
+$2.13M
3
+$2.09M
4
SOFI icon
SoFi Technologies
SOFI
+$1.85M
5
BSX icon
Boston Scientific
BSX
+$1.61M

Sector Composition

1 Technology 21.2%
2 Communication Services 6.87%
3 Consumer Discretionary 6.81%
4 Financials 6.77%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HSY icon
51
Hershey
HSY
$37.1B
$1.53M 0.56%
+7,363
WELL icon
52
Welltower
WELL
$141B
$1.53M 0.56%
7,738
+154
BLK icon
53
Blackrock
BLK
$154B
$1.52M 0.55%
1,585
+23
COP icon
54
ConocoPhillips
COP
$145B
$1.5M 0.55%
+11,381
CDNS icon
55
Cadence Design Systems
CDNS
$113B
$1.48M 0.54%
5,328
+419
BKNG icon
56
Booking.com
BKNG
$128B
$1.47M 0.53%
8,725
-200
TMO icon
57
Thermo Fisher Scientific
TMO
$176B
$1.43M 0.52%
2,904
+155
CFG icon
58
Citizens Financial Group
CFG
$26B
$1.41M 0.51%
23,576
+1,119
SRE icon
59
Sempra
SRE
$58.5B
$1.41M 0.51%
+14,517
PLD icon
60
Prologis
PLD
$132B
$1.41M 0.51%
10,634
+745
PEP icon
61
PepsiCo
PEP
$195B
$1.38M 0.5%
+8,866
AMGN icon
62
Amgen
AMGN
$183B
$1.36M 0.49%
+3,860
IVW icon
63
iShares S&P 500 Growth ETF
IVW
$76.1B
$1.31M 0.48%
11,595
-582
QQQ icon
64
Invesco QQQ Trust
QQQ
$495B
$1.29M 0.47%
2,235
+277
DE icon
65
Deere & Co
DE
$159B
$1.27M 0.46%
2,260
CSCO icon
66
Cisco
CSCO
$499B
$1.26M 0.46%
16,220
+1,165
AZO icon
67
AutoZone
AZO
$50.2B
$1.24M 0.45%
367
+31
VIG icon
68
Vanguard Dividend Appreciation ETF
VIG
$109B
$1.18M 0.43%
5,474
-541
GE icon
69
GE Aerospace
GE
$329B
$1.17M 0.43%
4,138
-2,310
TEL icon
70
TE Connectivity
TEL
$63.8B
$1.13M 0.41%
5,390
+622
SBUX icon
71
Starbucks
SBUX
$109B
$1.11M 0.4%
+12,419
CVS icon
72
CVS Health
CVS
$117B
$1.08M 0.39%
15,017
+1,360
TMUS icon
73
T-Mobile US
TMUS
$196B
$1.06M 0.38%
5,039
-3,140
GLD icon
74
SPDR Gold Trust
GLD
$147B
$985K 0.36%
2,290
QCOM icon
75
Qualcomm
QCOM
$264B
$773K 0.28%
6,000
1 2
3
4 5