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
$272M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.58M
3
+$2.39M
4
NKE icon
Nike
NKE
+$1.71M
5
CAT icon
Caterpillar
CAT
+$1.67M

Top Sells

1
+$3.23M
2
+$2.96M
3
+$1.78M
4
FCX icon
Freeport-McMoran
FCX
+$1.48M
5
V icon
Visa
V
+$1.4M

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
GLD icon
76
SPDR Gold Trust
GLD
$157B
$814K 0.3%
2,290
CEG icon
77
Constellation Energy
CEG
$111B
$755K 0.28%
2,293
-411
BRK.B icon
78
Berkshire Hathaway Class B
BRK.B
$1.06T
$681K 0.25%
1,354
-40
IEMG icon
79
iShares Core MSCI Emerging Markets ETF
IEMG
$128B
$577K 0.21%
8,760
SUSA icon
80
iShares ESG Optimized MSCI USA ETF
SUSA
$3.82B
$463K 0.17%
3,413
PCT icon
81
PureCycle Technologies
PCT
$2.12B
$416K 0.15%
31,650
ACN icon
82
Accenture
ACN
$176B
$405K 0.15%
1,643
JNJ icon
83
Johnson & Johnson
JNJ
$527B
$384K 0.14%
2,070
ROST icon
84
Ross Stores
ROST
$62.2B
$381K 0.14%
2,500
LMT icon
85
Lockheed Martin
LMT
$135B
$370K 0.14%
741
CWI icon
86
SPDR MSCI ACWI ex-US ETF
CWI
$2.44B
$368K 0.14%
10,541
MCD icon
87
McDonald's
MCD
$219B
$366K 0.13%
1,203
-4,567
DVY icon
88
iShares Select Dividend ETF
DVY
$21.8B
$334K 0.12%
2,348
SPYX icon
89
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.53B
$317K 0.12%
5,777
CME icon
90
CME Group
CME
$101B
$311K 0.11%
1,150
ABT icon
91
Abbott
ABT
$212B
$310K 0.11%
2,312
+32
CRCL
92
Circle Internet Group
CRCL
$18.5B
$308K 0.11%
+2,324
NEE icon
93
NextEra Energy
NEE
$174B
$278K 0.1%
3,684
-25
IWB icon
94
iShares Russell 1000 ETF
IWB
$46.8B
$278K 0.1%
760
MA icon
95
Mastercard
MA
$484B
$259K 0.1%
456
-130
FTNT icon
96
Fortinet
FTNT
$56.1B
$252K 0.09%
3,003
-200
URI icon
97
United Rentals
URI
$58.6B
$247K 0.09%
+259
UNP icon
98
Union Pacific
UNP
$136B
$239K 0.09%
1,013
GWW icon
99
W.W. Grainger
GWW
$50.8B
$238K 0.09%
250
CRM icon
100
Salesforce
CRM
$213B
$237K 0.09%
1,000
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