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
$241M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$4.17M
3
+$1.81M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.69M
5
GS icon
Goldman Sachs
GS
+$1.59M

Top Sells

1
+$7.22M
2
+$2.78M
3
+$1.74M
4
CME icon
CME Group
CME
+$1.53M
5
TTWO icon
Take-Two Interactive
TTWO
+$1.41M

Sector Composition

1 Technology 18.03%
2 Financials 7.41%
3 Consumer Discretionary 7.32%
4 Healthcare 7.14%
5 Communication Services 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$828K 0.34%
14,450
+854
77
$801K 0.33%
+16,348
78
$781K 0.32%
+3,125
79
$773K 0.32%
2,246
+184
80
$768K 0.32%
4,219
-581
81
$741K 0.31%
8,025
82
$702K 0.29%
1,465
-25
83
$574K 0.24%
1,411
-20
84
$562K 0.23%
+1,686
85
$529K 0.22%
956
-10
86
$524K 0.22%
+2,615
87
$499K 0.21%
1,643
88
$495K 0.21%
3,397
+171
89
$494K 0.21%
1,659
90
$440K 0.18%
3,637
-233
91
$431K 0.18%
7,910
+36
92
$384K 0.16%
3,413
-362
93
$363K 0.15%
2,500
94
$346K 0.14%
2,370
-2,873
95
$345K 0.14%
12,171
96
$342K 0.14%
3,884
+500
97
$340K 0.14%
1,020
98
$339K 0.14%
726
-2,667
99
$307K 0.13%
1,203
100
$293K 0.12%
+585
2 3
4
5 6