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
$188M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.01M
3
+$1.13M
4
MCK icon
McKesson
MCK
+$1.1M
5
GD icon
General Dynamics
GD
+$1.09M

Top Sells

1
+$2.64M
2
+$1.99M
3
+$1.57M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.39M
5
SYK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$454K 0.24%
3,870
77
$440K 0.23%
3,226
-283
78
$422K 0.23%
5,855
79
$417K 0.22%
+1,664
80
$379K 0.2%
3,775
81
$373K 0.2%
1,260
+300
82
$346K 0.18%
3,146
+70
83
$346K 0.18%
2,500
84
$329K 0.18%
12,171
85
$301K 0.16%
1,820
-782
86
$296K 0.16%
695
-5
87
$296K 0.16%
1,125
+20
88
$279K 0.15%
4,588
-12,351
89
$275K 0.15%
4,486
90
$270K 0.14%
1,215
91
$268K 0.14%
1,092
+20
92
$264K 0.14%
3,500
93
$250K 0.13%
1,052
-712
94
$250K 0.13%
1,464
95
$250K 0.13%
4,263
96
$245K 0.13%
+5,696
97
$240K 0.13%
3,034
98
$225K 0.12%
5,802
99
$221K 0.12%
1,507
100
$209K 0.11%
1,801
-4,227
1 2 3
4
5