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
$135M
AUM Growth
+$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$5.42M
3
+$1.34M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.05M
5
CI icon
Cigna
CI
+$999K

Top Sells

1
+$1.93M
2
+$1.04M
3
+$960K
4
PAYX icon
Paychex
PAYX
+$918K
5
ABT icon
Abbott
ABT
+$806K

Sector Composition

1 Technology 14.73%
2 Healthcare 10.47%
3 Financials 6.52%
4 Consumer Discretionary 5.63%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$725K 0.54%
9,762
-26,027
52
$666K 0.49%
13,520
+2,442
53
$664K 0.49%
5,958
+266
54
$663K 0.49%
8,025
-264
55
$639K 0.47%
3,750
56
$623K 0.46%
40,643
+2,430
57
$613K 0.45%
3,106
58
$605K 0.45%
2,353
59
$587K 0.44%
+16,471
60
$575K 0.43%
5,532
+310
61
$569K 0.42%
2,131
+140
62
$561K 0.42%
2,339
63
$501K 0.37%
3,236
64
$463K 0.34%
1,199
+99
65
$428K 0.32%
6,757
-35
66
$418K 0.31%
7,228
-2,468
67
$415K 0.31%
3,870
68
$404K 0.3%
9,351
-17,631
69
$398K 0.3%
2,119
-60
70
$386K 0.29%
4,486
71
$380K 0.28%
1,156
72
$366K 0.27%
1,248
+100
73
$339K 0.25%
15,983
74
$331K 0.25%
2,063
+302
75
$318K 0.24%
26,160
-58,630
1 2
3
4 5