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
$186M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$2.49M
3 +$1.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.57M
5
LMT icon
Lockheed Martin
LMT
+$1.3M

Top Sells

1 +$6.75M
2 +$1.58M
3 +$1.22M
4
GD icon
General Dynamics
GD
+$1.15M
5
CI icon
Cigna
CI
+$986K

Sector Composition

1 Technology 14.55%
2 Healthcare 7.71%
3 Financials 6.84%
4 Consumer Discretionary 5.32%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,560
102
-2,586
103
-1,389