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
$175M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.64M
3
+$1.45M
4
OXY icon
Occidental Petroleum
OXY
+$1.43M
5
SYK icon
Stryker
SYK
+$1.16M

Top Sells

1
+$9.99M
2
+$3.42M
3
+$1.45M
4
RTX icon
RTX Corp
RTX
+$1.28M
5
MRK icon
Merck
MRK
+$1.1M

Sector Composition

1 Technology 15.75%
2 Healthcare 8.12%
3 Financials 7.15%
4 Consumer Discretionary 5.54%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$970K 0.56%
16,939
-4,385
52
$954K 0.55%
1,475
-26
53
$940K 0.54%
+4,619
54
$929K 0.53%
2,542
-20
55
$906K 0.52%
24,516
-485
56
$903K 0.52%
11,768
-569
57
$886K 0.51%
2,578
-64
58
$874K 0.5%
1,563
59
$858K 0.49%
8,969
+1,150
60
$852K 0.49%
8,311
61
$834K 0.48%
4,460
-2,204
62
$825K 0.47%
+2,887
63
$798K 0.46%
3,029
-1,748
64
$779K 0.45%
3,318
65
$768K 0.44%
3,250
66
$740K 0.42%
4,810
-24
67
$726K 0.42%
4,286
-3,865
68
$722K 0.41%
+6,028
69
$699K 0.4%
+3,376
70
$666K 0.38%
6,000
71
$658K 0.38%
+2,191
72
$651K 0.37%
+1,725
73
$627K 0.36%
+21,281
74
$576K 0.33%
+2,292
75
$556K 0.32%
8,025
1 2
3
4 5