HCM

Highview Capital Management Portfolio holdings

AUM $272M
1-Year Est. Return 27.65%
This Quarter Est. Return
1 Year Est. Return
+27.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$1.65M
3
+$1.63M
4
TTWO icon
Take-Two Interactive
TTWO
+$1.5M
5
LH icon
Labcorp
LH
+$1.42M

Top Sells

1
+$4.04M
2
+$3.18M
3
+$2.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.69M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Technology 18.39%
2 Financials 9.23%
3 Consumer Discretionary 8.14%
4 Communication Services 6.65%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$476K 0.2%
956
77
$413K 0.17%
1,236
-450
78
$392K 0.16%
3,413
79
$376K 0.16%
1,203
80
$343K 0.14%
2,070
-300
81
$336K 0.14%
1,020
-300
82
$331K 0.14%
741
83
$321K 0.13%
586
84
$321K 0.13%
2,420
85
$319K 0.13%
2,500
86
$315K 0.13%
2,348
-769
87
$312K 0.13%
10,541
-1,630
88
$308K 0.13%
3,203
89
$305K 0.13%
1,150
90
$301K 0.13%
585
91
$293K 0.12%
4,486
92
$268K 0.11%
1,000
93
$268K 0.11%
3,500
94
$268K 0.11%
3,774
-90
95
$258K 0.11%
5,629
96
$257K 0.11%
6,246
97
$247K 0.1%
250
98
$239K 0.1%
1,013
99
$238K 0.1%
+1,249
100
$233K 0.1%
760
-503
2 3
4
5 6