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
$175M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.64M
3
+$1.45M
4
OXY icon
Occidental Petroleum
OXY
+$1.43M
5
SYK icon
Stryker
SYK
+$1.16M

Top Sells

1
+$9.99M
2
+$3.42M
3
+$1.45M
4
RTX icon
RTX Corp
RTX
+$1.28M
5
MRK icon
Merck
MRK
+$1.1M

Sector Composition

1 Technology 15.75%
2 Healthcare 8.12%
3 Financials 7.15%
4 Consumer Discretionary 5.54%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$543K 0.31%
1,768
-200
77
$529K 0.3%
1,510
-70
78
$504K 0.29%
1,407
79
$452K 0.26%
3,509
+62
80
$417K 0.24%
3,870
81
$401K 0.23%
4,400
+2,023
82
$397K 0.23%
5,855
-342
83
$395K 0.23%
2,602
84
$375K 0.21%
+1,764
85
$340K 0.19%
3,775
86
$303K 0.17%
12,171
87
$298K 0.17%
3,076
88
$293K 0.17%
10,882
+289
89
$282K 0.16%
2,500
90
$277K 0.16%
700
-30
91
$262K 0.15%
4,486
92
$262K 0.15%
960
93
$253K 0.14%
1,215
-114
94
$250K 0.14%
4,263
95
$237K 0.14%
3,500
-100
96
$233K 0.13%
1,464
97
$226K 0.13%
2,138
-101
98
$224K 0.13%
1,105
-39
99
$220K 0.13%
1,507
100
$219K 0.13%
3,034
1 2 3
4
5