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
$246M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.8M
3
+$1.65M
4
HUBS icon
HubSpot
HUBS
+$1.53M
5
CPT icon
Camden Property Trust
CPT
+$1.24M

Top Sells

1
+$4.77M
2
+$4.28M
3
+$1.87M
4
RCL icon
Royal Caribbean
RCL
+$1.84M
5
CVX icon
Chevron
CVX
+$1.83M

Sector Composition

1 Technology 19.55%
2 Financials 8.07%
3 Healthcare 6.88%
4 Consumer Discretionary 6.45%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$789K 0.32%
4,002
-217
77
$715K 0.29%
1,465
78
$699K 0.28%
2,687
+72
79
$666K 0.27%
1,446
+35
80
$607K 0.25%
981
+25
81
$582K 0.24%
1,686
82
$581K 0.24%
1,643
83
$530K 0.22%
8,025
84
$522K 0.21%
1,659
85
$516K 0.21%
+2,287
86
$491K 0.2%
3,637
87
$433K 0.18%
741
+15
88
$411K 0.17%
3,413
89
$399K 0.16%
1,020
90
$384K 0.16%
2,370
91
$376K 0.15%
2,500
92
$370K 0.15%
12,171
93
$366K 0.15%
1,203
94
$357K 0.15%
3,884
95
$350K 0.14%
4,486
96
$327K 0.13%
3,864
97
$309K 0.13%
585
98
$289K 0.12%
586
99
$284K 0.12%
5,946
100
$276K 0.11%
2,420
1 2 3
4
5