HCM

Highview Capital Management Portfolio holdings

AUM $283M
1-Year Est. Return 28.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.31%
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
BSX icon
51
Boston Scientific
BSX
$110B
$1.61M 0.57%
16,836
+184
TMO icon
52
Thermo Fisher Scientific
TMO
$191B
$1.59M 0.56%
2,749
+26
ECL icon
53
Ecolab
ECL
$84.2B
$1.59M 0.56%
6,045
+80
MCO icon
54
Moody's
MCO
$82.3B
$1.55M 0.55%
3,028
+872
CDNS icon
55
Cadence Design Systems
CDNS
$82B
$1.53M 0.54%
4,909
-1,629
DGX icon
56
Quest Diagnostics
DGX
$23B
$1.53M 0.54%
8,818
+2,613
IVW icon
57
iShares S&P 500 Growth ETF
IVW
$63.6B
$1.5M 0.53%
12,177
-844
DUK icon
58
Duke Energy
DUK
$102B
$1.48M 0.52%
12,608
-275
TPR icon
59
Tapestry
TPR
$31.3B
$1.42M 0.5%
+11,114
WELL icon
60
Welltower
WELL
$145B
$1.41M 0.5%
7,584
+154
VUG icon
61
Vanguard Growth ETF
VUG
$194B
$1.38M 0.49%
+2,823
VIG icon
62
Vanguard Dividend Appreciation ETF
VIG
$104B
$1.32M 0.47%
6,015
-22
CFG icon
63
Citizens Financial Group
CFG
$25.4B
$1.31M 0.46%
22,457
+37
PLD icon
64
Prologis
PLD
$131B
$1.26M 0.45%
+9,889
COF icon
65
Capital One
COF
$121B
$1.25M 0.44%
5,166
-2,276
SCCO icon
66
Southern Copper
SCCO
$170B
$1.21M 0.43%
+8,489
QQQ icon
67
Invesco QQQ Trust
QQQ
$394B
$1.2M 0.42%
1,958
-30
CSCO icon
68
Cisco
CSCO
$312B
$1.16M 0.41%
+15,055
AZO icon
69
AutoZone
AZO
$60.3B
$1.14M 0.4%
336
-1
CYBR
70
DELISTED
CyberArk
CYBR
$1.09M 0.39%
2,452
-17
TEL icon
71
TE Connectivity
TEL
$60B
$1.08M 0.38%
4,768
+10
CVS icon
72
CVS Health
CVS
$102B
$1.08M 0.38%
13,657
-299
DE icon
73
Deere & Co
DE
$168B
$1.05M 0.37%
2,260
-1,120
QCOM icon
74
Qualcomm
QCOM
$147B
$1.03M 0.36%
6,000
GLD icon
75
SPDR Gold Trust
GLD
$180B
$908K 0.32%
2,290
1 2
3
4 5