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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$11.7M
3
+$8.62M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.71M
5
MSFT icon
Microsoft
MSFT
+$6.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.33%
2 Financials 8.53%
3 Consumer Discretionary 8.39%
4 Healthcare 6.32%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$908K 0.59%
+3,968
52
$906K 0.59%
+1,395
53
$892K 0.58%
+3,540
54
$870K 0.56%
+5,997
55
$867K 0.56%
+5,067
56
$781K 0.51%
+5,540
57
$761K 0.49%
+4,569
58
$759K 0.49%
+2,986
59
$758K 0.49%
+3,669
60
$701K 0.45%
+2,500
61
$684K 0.44%
+8,024
62
$659K 0.43%
+2,849
63
$615K 0.4%
+8,098
64
$606K 0.39%
+8,397
65
$598K 0.39%
+1,563
66
$572K 0.37%
+6,890
67
$572K 0.37%
+3,293
68
$569K 0.37%
+6,119
69
$550K 0.36%
+3,778
70
$542K 0.35%
+2,309
71
$541K 0.35%
+8,741
72
$524K 0.34%
+2,595
73
$522K 0.34%
+10,370
74
$505K 0.33%
+3,059
75
$473K 0.31%
+7,466
1 2
3
4 5