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
$173M
AUM Growth
+$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.94M
3
+$1.08M
4
NKE icon
Nike
NKE
+$949K
5
CME icon
CME Group
CME
+$830K

Top Sells

1
+$1.92M
2
+$1.58M
3
+$1.23M
4
SLB icon
SLB Limited
SLB
+$1.18M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.11M

Sector Composition

1 Technology 12.49%
2 Healthcare 8.16%
3 Financials 6.83%
4 Consumer Discretionary 5.43%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.59%
9,669
+192
52
$1.01M 0.58%
12,840
+347
53
$1.01M 0.58%
6,532
54
$994K 0.57%
1,485
+74
55
$986K 0.57%
3,859
+159
56
$964K 0.56%
50,054
+36,864
57
$949K 0.55%
+7,741
58
$895K 0.52%
8,311
+3,611
59
$877K 0.51%
9,634
+4,511
60
$839K 0.48%
5,528
61
$788K 0.46%
6,175
-710
62
$747K 0.43%
3,318
63
$664K 0.38%
8,025
64
$637K 0.37%
9,502
65
$624K 0.36%
3,250
-500
66
$562K 0.32%
1,968
-200
67
$509K 0.29%
1,650
+97
68
$486K 0.28%
1,029
+49
69
$471K 0.27%
2,239
-100
70
$453K 0.26%
3,870
71
$452K 0.26%
1,407
-2,342
72
$396K 0.23%
+2,602
73
$391K 0.23%
+3,018
74
$341K 0.2%
4,486
75
$336K 0.19%
1,026
-222
1 2
3
4 5