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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$11.7M
3
+$8.62M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.71M
5
MSFT icon
Microsoft
MSFT
+$6.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.33%
2 Financials 8.53%
3 Consumer Discretionary 8.39%
4 Healthcare 6.32%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$471K 0.31%
+1,079
77
$461K 0.3%
+1,782
78
$452K 0.29%
+1,513
79
$451K 0.29%
+21,725
80
$430K 0.28%
+2,279
81
$429K 0.28%
+3,750
82
$399K 0.26%
+4,500
83
$398K 0.26%
+4,758
84
$373K 0.24%
+1,582
85
$370K 0.24%
+1,270
86
$356K 0.23%
+7,992
87
$323K 0.21%
+2,000
88
$307K 0.2%
+1,470
89
$307K 0.2%
+4,009
90
$303K 0.2%
+1,190
91
$301K 0.2%
+984
92
$281K 0.18%
+2,610
93
$268K 0.17%
+1,205
94
$263K 0.17%
+1,167
95
$256K 0.17%
+4,341
96
$251K 0.16%
+1,100
97
$249K 0.16%
+701
98
$245K 0.16%
+407
99
$240K 0.16%
+1,160
100
$231K 0.15%
+1,413
1 2 3
4
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