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
$186M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.49M
3
+$1.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.57M
5
LMT icon
Lockheed Martin
LMT
+$1.3M

Top Sells

1
+$6.75M
2
+$1.58M
3
+$1.22M
4
GD icon
General Dynamics
GD
+$1.15M
5
CI icon
Cigna
CI
+$986K

Sector Composition

1 Technology 14.55%
2 Healthcare 7.71%
3 Financials 6.84%
4 Consumer Discretionary 5.32%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$411K 0.22%
2,602
77
$380K 0.2%
2,239
78
$353K 0.19%
3,775
79
$335K 0.18%
3,076
80
$322K 0.17%
4,263
81
$319K 0.17%
10,593
+1,135
82
$318K 0.17%
12,171
83
$300K 0.16%
1,329
84
$299K 0.16%
4,486
85
$287K 0.15%
730
86
$280K 0.15%
2,500
87
$264K 0.14%
1,464
-32
88
$242K 0.13%
1,144
+39
89
$236K 0.13%
960
90
$235K 0.13%
3,600
91
$234K 0.13%
+2,377
92
$229K 0.12%
1,507
93
$228K 0.12%
3,034
94
$219K 0.12%
1,072
95
$210K 0.11%
5,802
-1,940
96
– –
-3,859
97
– –
-5,025
98
– –
-1,026
99
– –
-12,785
100
– –
-1,167
1 2 3
4
5