HCM

Highview Capital Management Portfolio holdings

AUM $259M
1-Year Est. Return 22.93%
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.74M
3
+$2.12M
4
CELH icon
Celsius Holdings
CELH
+$1.96M
5
SNOW icon
Snowflake
SNOW
+$1.78M

Top Sells

1
+$8.09M
2
+$5.24M
3
+$4.9M
4
EAT icon
Brinker International
EAT
+$2.4M
5
SHOP icon
Shopify
SHOP
+$1.67M

Sector Composition

1 Technology 20.6%
2 Financials 9.68%
3 Consumer Discretionary 8.25%
4 Communication Services 6.4%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COF icon
51
Capital One
COF
$137B
$1.59M 0.61%
+7,483
DUK icon
52
Duke Energy
DUK
$100B
$1.48M 0.57%
12,583
+950
FCX icon
53
Freeport-McMoran
FCX
$60.6B
$1.48M 0.57%
+34,192
IVW icon
54
iShares S&P 500 Growth ETF
IVW
$66.4B
$1.43M 0.55%
13,021
-6,993
HII icon
55
Huntington Ingalls Industries
HII
$11.2B
$1.41M 0.54%
+5,825
WCN icon
56
Waste Connections
WCN
$44.7B
$1.4M 0.54%
7,533
+280
ODFL icon
57
Old Dominion Freight Line
ODFL
$29.6B
$1.4M 0.54%
+8,631
PSA icon
58
Public Storage
PSA
$54.7B
$1.28M 0.5%
4,371
+141
VIG icon
59
Vanguard Dividend Appreciation ETF
VIG
$98.6B
$1.25M 0.48%
6,109
-26
NOW icon
60
ServiceNow
NOW
$190B
$1.25M 0.48%
1,212
+190
AZO icon
61
AutoZone
AZO
$66.1B
$1.24M 0.48%
335
+14
WELL icon
62
Welltower
WELL
$119B
$1.18M 0.46%
7,679
+50
RGA icon
63
Reinsurance Group of America
RGA
$12.5B
$1.17M 0.45%
+5,885
MSI icon
64
Motorola Solutions
MSI
$74.7B
$1.17M 0.45%
+2,771
DGX icon
65
Quest Diagnostics
DGX
$21.3B
$1.14M 0.44%
+6,344
WEC icon
66
WEC Energy
WEC
$37.8B
$1.11M 0.43%
+10,635
OKE icon
67
Oneok
OKE
$43.2B
$1.09M 0.42%
13,331
+368
HD icon
68
Home Depot
HD
$387B
$1.09M 0.42%
2,968
+275
IT icon
69
Gartner
IT
$18.1B
$1.06M 0.41%
2,625
+82
QQQ icon
70
Invesco QQQ Trust
QQQ
$389B
$1.04M 0.4%
1,878
+413
VMC icon
71
Vulcan Materials
VMC
$39B
$1.02M 0.39%
3,899
+134
VRSK icon
72
Verisk Analytics
VRSK
$32.9B
$1.01M 0.39%
3,250
QCOM icon
73
Qualcomm
QCOM
$180B
$956K 0.37%
6,000
FANG icon
74
Diamondback Energy
FANG
$40.9B
$913K 0.35%
+6,643
CEG icon
75
Constellation Energy
CEG
$116B
$873K 0.34%
2,704
1 2
3
4 5