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
$135M
AUM Growth
+$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$5.42M
3
+$1.34M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.05M
5
CI icon
Cigna
CI
+$999K

Top Sells

1
+$1.93M
2
+$1.04M
3
+$960K
4
PAYX icon
Paychex
PAYX
+$918K
5
ABT icon
Abbott
ABT
+$806K

Sector Composition

1 Technology 14.73%
2 Healthcare 10.47%
3 Financials 6.52%
4 Consumer Discretionary 5.63%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$313K 0.23%
+5,700
77
$299K 0.22%
8,350
78
$298K 0.22%
3,076
-8,316
79
$297K 0.22%
2,000
-411
80
$289K 0.21%
2,006
81
$287K 0.21%
+3,775
82
$278K 0.21%
130
-6
83
$276K 0.2%
1,675
-250
84
$272K 0.2%
8,599
-4,325
85
$266K 0.2%
1,840
86
$263K 0.2%
1,167
-186
87
$258K 0.19%
4,500
88
$258K 0.19%
1,128
89
$258K 0.19%
5,895
-3,130
90
$244K 0.18%
1,490
91
$234K 0.17%
4,758
-839
92
$231K 0.17%
1,230
93
$222K 0.16%
+7,656
94
$221K 0.16%
+1,716
95
$221K 0.16%
776
-94
96
$211K 0.16%
+2,500
97
– –
-13,292
98
– –
-6,157
99
– –
-16,977
100
– –
-8,064
1 2 3
4
5