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
$188M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.01M
3
+$1.13M
4
MCK icon
McKesson
MCK
+$1.1M
5
GD icon
General Dynamics
GD
+$1.09M

Top Sells

1
+$2.64M
2
+$1.99M
3
+$1.57M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.39M
5
SYK icon
Stryker
SYK
+$1.16M

Sector Composition

1 Technology 16.48%
2 Financials 8.31%
3 Healthcare 6.46%
4 Consumer Discretionary 5.68%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.58%
+4,192
52
$1.03M 0.55%
+5,414
53
$1.01M 0.54%
12,261
+493
54
$958K 0.51%
4,439
-21
55
$913K 0.49%
3,079
+50
56
$901K 0.48%
8,311
57
$875K 0.47%
6,050
+50
58
$842K 0.45%
1,729
+4
59
$836K 0.45%
4,810
60
$814K 0.43%
5,192
-2,641
61
$801K 0.43%
1,776
-802
62
$776K 0.41%
3,250
63
$689K 0.37%
+8,189
64
$688K 0.37%
2,625
-693
65
$687K 0.37%
+4,270
66
$638K 0.34%
+11,035
67
$636K 0.34%
1,553
+146
68
$633K 0.34%
+7,545
69
$620K 0.33%
1,768
70
$613K 0.33%
1,155
-2,612
71
$612K 0.33%
8,025
72
$606K 0.32%
10,144
-11,876
73
$576K 0.31%
3,392
-894
74
$553K 0.29%
1,550
+40
75
$502K 0.27%
+5,391
1 2
3
4 5