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
$260M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.18M
3
+$2.53M
4
TSLA icon
Tesla
TSLA
+$2.37M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.51M

Top Sells

1
+$5.21M
2
+$2.84M
3
+$2.01M
4
ADBE icon
Adobe
ADBE
+$1.8M
5
STZ icon
Constellation Brands
STZ
+$1.54M

Sector Composition

1 Technology 19.85%
2 Financials 8.92%
3 Consumer Discretionary 7.69%
4 Communication Services 6.29%
5 Healthcare 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.49%
4,501
+129
52
$1.25M 0.48%
8,735
+364
53
$1.23M 0.47%
6,285
-47
54
$1.23M 0.47%
4,107
+140
55
$1.23M 0.47%
12,245
+987
56
$1.19M 0.46%
10,262
+213
57
$1.17M 0.45%
+13,707
58
$1.17M 0.45%
+10,891
59
$1.17M 0.45%
6,426
+110
60
$1.17M 0.45%
6,814
+344
61
$1.16M 0.44%
2,386
+56
62
$1.15M 0.44%
+74,782
63
$1.15M 0.44%
16,565
+653
64
$1.13M 0.43%
6,753
+189
65
$1.12M 0.43%
+10,549
66
$1.04M 0.4%
6,236
+353
67
$1.01M 0.39%
955
+9
68
$1M 0.39%
+3,898
69
$1M 0.38%
+42,609
70
$1M 0.38%
11,885
-93
71
$986K 0.38%
2,535
+169
72
$970K 0.37%
18,015
+1,456
73
$964K 0.37%
301
-214
74
$922K 0.35%
6,000
-40
75
$895K 0.34%
3,250
1 2
3
4 5