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
$173M
AUM Growth
+$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.94M
3
+$1.08M
4
NKE icon
Nike
NKE
+$949K
5
CME icon
CME Group
CME
+$830K

Top Sells

1
+$1.92M
2
+$1.58M
3
+$1.23M
4
SLB icon
SLB Limited
SLB
+$1.18M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.11M

Sector Composition

1 Technology 12.49%
2 Healthcare 8.16%
3 Financials 6.83%
4 Consumer Discretionary 5.43%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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-7,950
104
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-10,920
105
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-26,697
106
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-3,798
107
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-22,066
108
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-2,712
109
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-14,340
110
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-4,855
111
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-8,162
112
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-8,448
113
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-15,783
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5