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
$156M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.46M
3
+$1.4M
4
TMUS icon
T-Mobile US
TMUS
+$1.26M
5
DUK icon
Duke Energy
DUK
+$1.22M

Top Sells

1
+$7.05M
2
+$2.02M
3
+$1.54M
4
ROK icon
Rockwell Automation
ROK
+$1.53M
5
DHI icon
D.R. Horton
DHI
+$1.24M

Sector Composition

1 Technology 20.19%
2 Healthcare 8.56%
3 Financials 7.97%
4 Industrials 6.91%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$506K 0.33%
+9,781
77
$496K 0.32%
+3,870
78
$472K 0.3%
1,070
+369
79
$467K 0.3%
9,025
+4,684
80
$451K 0.29%
1,086
+7
81
$440K 0.28%
+15,983
82
$436K 0.28%
5,640
-2,384
83
$435K 0.28%
2,152
+370
84
$404K 0.26%
4,500
85
$400K 0.26%
2,535
-1,134
86
$395K 0.25%
1,925
+720
87
$380K 0.24%
+5,560
88
$372K 0.24%
2,713
+1,332
89
$346K 0.22%
759
-1,241
90
$341K 0.22%
+1,888
91
$332K 0.21%
1,490
+330
92
$330K 0.21%
1,270
93
$325K 0.21%
1,840
-469
94
$323K 0.21%
1,336
+169
95
$316K 0.2%
+8,350
96
$307K 0.2%
860
+279
97
$303K 0.19%
1,555
+85
98
$293K 0.19%
1,230
+40
99
$264K 0.17%
1,500
-1,559
100
$263K 0.17%
1,598
-4,325
1 2 3
4
5