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
$154M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$11.7M
3 +$8.62M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.71M
5
MSFT icon
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 Change
in Stake
Capital Flow
101
$220K 0.14%
+983
102
$214K 0.14%
+1,381
103
$209K 0.14%
+581
104
$206K 0.13%
+1,257