HCM

Highview Capital Management Portfolio holdings

AUM $283M
1-Year Est. Return 28.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.64M
3
+$1.45M
4
OXY icon
Occidental Petroleum
OXY
+$1.43M
5
SYK icon
Stryker
SYK
+$1.16M

Top Sells

1
+$9.99M
2
+$3.42M
3
+$1.45M
4
RTX icon
RTX Corp
RTX
+$1.28M
5
MRK icon
Merck
MRK
+$1.1M

Sector Composition

1 Technology 15.75%
2 Healthcare 8.12%
3 Financials 7.15%
4 Consumer Discretionary 5.54%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$218K 0.12%
1,072
102
$209K 0.12%
+2,581
103
$202K 0.12%
5,802
104
– –
-9,569
105
– –
-17,174
106
– –
-5,628
107
– –
-16,404
108
– –
-13,108
109
– –
-49,400
110
– –
-120,569
1 2 3 4
5