HCM
Highview Capital Management Portfolio holdings
AUM
$259M
This Quarter Return
+12.55%
1 Year Return
+22.93%
3 Year Return
+80.55%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
–
Cap. Flow
+$154M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.98%
Holding
104
New
104
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$14.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$11.7M |
| 3 |
Apple
AAPL
|
$8.62M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$6.71M |
| 5 |
Microsoft
MSFT
|
$6.48M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 24.33% |
| 2 | Financials | 8.53% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Healthcare | 6.32% |
| 5 | Industrials | 6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Okta
OKTA
$15.7B
| $220K | 0.14% |
+983
| New | +$220K |
|
102
Walt Disney
DIS
$212B
| $214K | 0.14% |
+1,381
| New | +$214K |
|
103
Mastercard
MA
$535B
| $209K | 0.14% |
+581
| New | +$209K |
|
104
American Express
AXP
$230B
| $206K | 0.13% |
+1,257
| New | +$206K |
|