HCM

Highview Capital Management Portfolio holdings

AUM $272M
1-Year Est. Return 27.65%
This Quarter Est. Return
1 Year Est. Return
+27.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$1.65M
3
+$1.63M
4
TTWO icon
Take-Two Interactive
TTWO
+$1.5M
5
LH icon
Labcorp
LH
+$1.42M

Top Sells

1
+$4.04M
2
+$3.18M
3
+$2.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.69M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Technology 18.39%
2 Financials 9.23%
3 Consumer Discretionary 8.14%
4 Communication Services 6.65%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.59%
7,253
+439
52
$1.32M 0.55%
2,523
-1,068
53
$1.29M 0.54%
12,963
+718
54
$1.27M 0.53%
6,352
+116
55
$1.27M 0.53%
4,230
+123
56
$1.22M 0.51%
321
+20
57
$1.22M 0.51%
+16,831
58
$1.19M 0.5%
6,135
-150
59
$1.17M 0.49%
+7,629
60
$1.12M 0.47%
6,586
+160
61
$1.09M 0.46%
93,573
+18,791
62
$1.07M 0.45%
2,543
+157
63
$1.02M 0.43%
+20,634
64
$987K 0.41%
2,693
+158
65
$967K 0.4%
3,250
66
$922K 0.39%
6,000
67
$878K 0.37%
3,765
-133
68
$856K 0.36%
+4,244
69
$814K 0.34%
1,022
+67
70
$742K 0.31%
1,394
-52
71
$723K 0.3%
6,591
+341
72
$687K 0.29%
1,465
73
$582K 0.24%
8,025
74
$545K 0.23%
2,704
+58
75
$513K 0.21%
1,643
1 2
3
4 5