HCM
Highview Capital Management Portfolio holdings
AUM
$259M
This Quarter Return
+10.99%
1 Year Return
+22.93%
3 Year Return
+80.55%
5 Year Return
–
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
(+7.4%)
Cap. Flow
-$4.36M
Cap. Flow
% of AUM
-2.32%
Top 10 Holdings %
Top 10 Hldgs %
42.15%
Holding
116
New
13
Increased
43
Reduced
22
Closed
15
Top Buys
| 1 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$3.52M |
| 2 |
Global X Uranium ETF
URA
|
$2.01M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.13M |
| 4 |
McKesson
MCK
|
$1.1M |
| 5 |
General Dynamics
GD
|
$1.09M |
Top Sells
| 1 |
iShares MSCI Japan ETF
EWJ
|
$2.64M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$1.99M |
| 3 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$1.57M |
| 4 |
Thermo Fisher Scientific
TMO
|
$1.39M |
| 5 |
Stryker
SYK
|
$1.16M |
Sector Composition
| 1 | Technology | 16.48% |
| 2 | Financials | 8.31% |
| 3 | Healthcare | 6.46% |
| 4 | Consumer Discretionary | 5.68% |
| 5 | Communication Services | 5.63% |
