HCM

Highview Capital Management Portfolio holdings

AUM $275M
1-Year Est. Return 30.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.29M
3
+$2.27M
4
NKE icon
Nike
NKE
+$1.82M
5
CAT icon
Caterpillar
CAT
+$1.5M

Top Sells

1
+$3.15M
2
+$2.85M
3
+$1.78M
4
FCX icon
Freeport-McMoran
FCX
+$1.48M
5
V icon
Visa
V
+$1.42M

Sector Composition

1 Technology 21.95%
2 Financials 9.49%
3 Consumer Discretionary 8.96%
4 Communication Services 7.16%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.6%
16,652
-470
52
$1.59M 0.59%
12,883
+300
53
$1.58M 0.58%
7,442
-41
54
$1.57M 0.58%
13,021
55
$1.55M 0.57%
3,380
56
$1.45M 0.53%
337
+2
57
$1.32M 0.49%
7,430
-249
58
$1.32M 0.49%
2,723
+1,767
59
$1.3M 0.48%
6,037
-72
60
$1.28M 0.47%
7,293
-240
61
$1.24M 0.45%
2,702
-69
62
$1.21M 0.44%
+7,801
63
$1.19M 0.44%
1,988
+110
64
$1.19M 0.44%
2,469
-2,523
65
$1.19M 0.44%
+22,420
66
$1.18M 0.43%
6,205
-139
67
$1.17M 0.43%
20,315
-21,886
68
$1.17M 0.43%
2,879
-89
69
$1.09M 0.4%
5,925
-135
70
$1.05M 0.39%
+13,956
71
$1.04M 0.38%
+4,758
72
$1.03M 0.38%
+2,156
73
$998K 0.37%
6,000
74
$947K 0.35%
6,617
-26
75
$817K 0.3%
3,250
1 2
3
4 5