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
$156M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.46M
3
+$1.4M
4
TMUS icon
T-Mobile US
TMUS
+$1.26M
5
DUK icon
Duke Energy
DUK
+$1.22M

Top Sells

1
+$7.05M
2
+$2.02M
3
+$1.54M
4
ROK icon
Rockwell Automation
ROK
+$1.53M
5
DHI icon
D.R. Horton
DHI
+$1.24M

Sector Composition

1 Technology 20.19%
2 Healthcare 8.56%
3 Financials 7.97%
4 Industrials 6.91%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.17%
+127
102
$247K 0.16%
+1,559
103
$226K 0.15%
2,500
-1,250
104
$221K 0.14%
1,610
-1,000
105
$216K 0.14%
1,413
106
$206K 0.13%
+1,263
107
– –
-5,997
108
– –
-11,434
109
– –
-4,569
110
– –
-21,725
111
– –
-8,741
112
– –
-23,056
113
– –
-15,643
114
– –
-4,070
115
– –
-2,000
116
– –
-1,257
117
– –
-984
118
– –
-5,548
119
– –
-1,395
120
– –
-983
121
– –
-4,380
122
– –
-2,500
123
– –
-8,098
124
– –
-2,595
125
– –
-5,540
1 2 3 4
5