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
$246M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.8M
3
+$1.65M
4
HUBS icon
HubSpot
HUBS
+$1.53M
5
CPT icon
Camden Property Trust
CPT
+$1.24M

Top Sells

1
+$4.77M
2
+$4.28M
3
+$1.87M
4
RCL icon
Royal Caribbean
RCL
+$1.84M
5
CVX icon
Chevron
CVX
+$1.83M

Sector Composition

1 Technology 19.55%
2 Financials 8.07%
3 Healthcare 6.88%
4 Consumer Discretionary 6.45%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.56%
1,955
+83
52
$1.35M 0.55%
6,048
+293
53
$1.28M 0.52%
14,994
+795
54
$1.25M 0.51%
6,332
55
$1.24M 0.5%
11,978
-6,875
56
$1.24M 0.5%
+10,049
57
$1.2M 0.49%
1,550
+50
58
$1.2M 0.49%
4,372
+396
59
$1.18M 0.48%
2,330
+140
60
$1.16M 0.47%
6,470
+816
61
$1.14M 0.46%
6,564
+5,343
62
$1.11M 0.45%
+5,883
63
$1.08M 0.44%
6,316
+228
64
$1.04M 0.42%
15,912
+636
65
$1.03M 0.42%
6,040
+40
66
$1.03M 0.42%
11,258
+632
67
$1.02M 0.41%
13,339
+744
68
$1.01M 0.41%
5,133
+217
69
$963K 0.39%
+8,371
70
$959K 0.39%
2,366
+120
71
$957K 0.39%
16,559
+211
72
$934K 0.38%
3,359
+234
73
$903K 0.37%
8,311
74
$871K 0.35%
3,250
75
$846K 0.34%
946
-787
1 2
3
4 5