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
$156M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.46M
3
+$1.4M
4
TMUS icon
T-Mobile US
TMUS
+$1.26M
5
DUK icon
Duke Energy
DUK
+$1.22M

Top Sells

1
+$7.05M
2
+$2.02M
3
+$1.54M
4
ROK icon
Rockwell Automation
ROK
+$1.53M
5
DHI icon
D.R. Horton
DHI
+$1.24M

Sector Composition

1 Technology 20.19%
2 Healthcare 8.56%
3 Financials 7.97%
4 Industrials 6.91%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$911K 0.59%
+11,749
52
$895K 0.58%
16,640
53
$882K 0.57%
+10,385
54
$881K 0.57%
2,944
+250
55
$852K 0.55%
3,968
56
$840K 0.54%
8,397
57
$819K 0.53%
+10,313
58
$777K 0.5%
+3,106
59
$775K 0.5%
+16,919
60
$768K 0.49%
3,617
+631
61
$746K 0.48%
13,383
+5,917
62
$744K 0.48%
9,745
+4,987
63
$689K 0.44%
1,951
+438
64
$685K 0.44%
3,228
+379
65
$678K 0.44%
2,053
+490
66
$670K 0.43%
6,837
+718
67
$649K 0.42%
3,136
-1,310
68
$639K 0.41%
5,521
-1,395
69
$636K 0.41%
4,722
+944
70
$626K 0.4%
3,410
+1,131
71
$621K 0.4%
7,573
+3,564
72
$598K 0.38%
+4,666
73
$555K 0.36%
7,207
+317
74
$545K 0.35%
13,216
+5,224
75
$521K 0.33%
2,339
+757
1 2
3
4 5