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
$186M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.49M
3
+$1.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.57M
5
LMT icon
Lockheed Martin
LMT
+$1.3M

Top Sells

1
+$6.75M
2
+$1.58M
3
+$1.22M
4
GD icon
General Dynamics
GD
+$1.15M
5
CI icon
Cigna
CI
+$986K

Sector Composition

1 Technology 14.55%
2 Healthcare 7.71%
3 Financials 6.84%
4 Consumer Discretionary 5.32%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.59%
9,569
-100
52
$1.07M 0.58%
25,290
+17,170
53
$1.07M 0.57%
25,001
+3,010
54
$1.06M 0.57%
6,532
55
$1.04M 0.56%
1,501
+16
56
$1.03M 0.55%
+2,562
57
$951K 0.51%
+16,404
58
$926K 0.5%
2,642
-577
59
$887K 0.48%
8,311
60
$886K 0.48%
5,628
-960
61
$878K 0.47%
+1,563
62
$863K 0.46%
7,819
+78
63
$861K 0.46%
12,337
-3,831
64
$809K 0.44%
3,318
65
$788K 0.42%
49,400
-654
66
$779K 0.42%
4,834
-694
67
$757K 0.41%
8,025
68
$735K 0.4%
3,250
69
$714K 0.38%
6,000
-175
70
$607K 0.33%
1,968
71
$539K 0.29%
1,580
-70
72
$520K 0.28%
1,407
73
$458K 0.25%
3,447
+429
74
$438K 0.24%
3,870
75
$433K 0.23%
6,197
-3,305
1 2
3
4 5