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
$259M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.74M
3
+$2.12M
4
CELH icon
Celsius Holdings
CELH
+$1.96M
5
SNOW icon
Snowflake
SNOW
+$1.78M

Top Sells

1
+$8.09M
2
+$5.24M
3
+$4.9M
4
EAT icon
Brinker International
EAT
+$2.4M
5
SHOP icon
Shopify
SHOP
+$1.67M

Sector Composition

1 Technology 20.6%
2 Financials 9.68%
3 Consumer Discretionary 8.25%
4 Communication Services 6.4%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
76
UnitedHealth
UNH
$330B
$745K 0.29%
2,387
-136
GLD icon
77
SPDR Gold Trust
GLD
$140B
$698K 0.27%
2,290
-16,076
VOOG icon
78
Vanguard S&P 500 Growth ETF
VOOG
$20.5B
$678K 0.26%
1,710
+474
BRK.B icon
79
Berkshire Hathaway Class B
BRK.B
$1.07T
$677K 0.26%
1,394
MELI icon
80
Mercado Libre
MELI
$107B
$559K 0.22%
+214
IEMG icon
81
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$526K 0.2%
+8,760
ACN icon
82
Accenture
ACN
$150B
$491K 0.19%
1,643
PCT icon
83
PureCycle Technologies
PCT
$2.55B
$434K 0.17%
31,650
SUSA icon
84
iShares ESG Optimized MSCI USA ETF
SUSA
$3.7B
$433K 0.17%
3,413
VOO icon
85
Vanguard S&P 500 ETF
VOO
$765B
$426K 0.16%
750
+165
CAT icon
86
Caterpillar
CAT
$249B
$396K 0.15%
1,020
TMO icon
87
Thermo Fisher Scientific
TMO
$205B
$388K 0.15%
956
CWI icon
88
SPDR MSCI ACWI ex-US ETF
CWI
$2.19B
$344K 0.13%
10,541
LMT icon
89
Lockheed Martin
LMT
$118B
$343K 0.13%
741
FTNT icon
90
Fortinet
FTNT
$65B
$339K 0.13%
3,203
MA icon
91
Mastercard
MA
$512B
$329K 0.13%
586
ROST icon
92
Ross Stores
ROST
$51.2B
$319K 0.12%
2,500
CME icon
93
CME Group
CME
$96.4B
$317K 0.12%
1,150
JNJ icon
94
Johnson & Johnson
JNJ
$467B
$316K 0.12%
2,070
DVY icon
95
iShares Select Dividend ETF
DVY
$20.8B
$312K 0.12%
2,348
ABT icon
96
Abbott
ABT
$225B
$310K 0.12%
2,280
-140
SPYX icon
97
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
$2.42B
$294K 0.11%
5,777
+148
CTSH icon
98
Cognizant
CTSH
$32.6B
$273K 0.11%
3,500
CRM icon
99
Salesforce
CRM
$242B
$273K 0.11%
1,000
GWW icon
100
W.W. Grainger
GWW
$46.4B
$260K 0.1%
250
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4
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