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
$260M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.18M
3
+$2.53M
4
TSLA icon
Tesla
TSLA
+$2.37M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.51M

Top Sells

1
+$5.21M
2
+$2.84M
3
+$2.01M
4
ADBE icon
Adobe
ADBE
+$1.8M
5
STZ icon
Constellation Brands
STZ
+$1.54M

Sector Composition

1 Technology 19.85%
2 Financials 8.92%
3 Consumer Discretionary 7.69%
4 Communication Services 6.29%
5 Healthcare 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$873K 0.34%
4,915
-218
77
$775K 0.3%
+6,250
78
$749K 0.29%
1,465
79
$664K 0.26%
6,176
-7,912
80
$655K 0.25%
1,446
81
$617K 0.24%
1,686
82
$594K 0.23%
8,025
83
$592K 0.23%
2,646
-41
84
$590K 0.23%
+2,035
85
$578K 0.22%
1,643
86
$533K 0.2%
2,291
+4
87
$497K 0.19%
956
-25
88
$479K 0.18%
1,320
+300
89
$415K 0.16%
3,413
90
$409K 0.16%
3,117
-520
91
$407K 0.16%
1,263
-396
92
$383K 0.15%
4,486
93
$378K 0.15%
2,500
94
$360K 0.14%
741
95
$353K 0.14%
3,884
96
$349K 0.13%
1,203
97
$343K 0.13%
2,370
98
$340K 0.13%
12,171
99
$334K 0.13%
1,000
100
$324K 0.12%
+31,650
2 3
4
5 6