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
$246M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.8M
3
+$1.65M
4
HUBS icon
HubSpot
HUBS
+$1.53M
5
CPT icon
Camden Property Trust
CPT
+$1.24M

Top Sells

1
+$4.77M
2
+$4.28M
3
+$1.87M
4
RCL icon
Royal Caribbean
RCL
+$1.84M
5
CVX icon
Chevron
CVX
+$1.83M

Sector Composition

1 Technology 19.55%
2 Financials 8.07%
3 Healthcare 6.88%
4 Consumer Discretionary 6.45%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$274K 0.11%
5,802
102
$274K 0.11%
1,000
103
$270K 0.11%
3,500
104
$267K 0.11%
1,731
-1,666
105
$260K 0.11%
250
106
$258K 0.1%
1,250
107
$254K 0.1%
1,150
-150
108
$253K 0.1%
1,028
+15
109
$248K 0.1%
+3,203
110
$246K 0.1%
+1,972
111
$240K 0.1%
+886
112
$230K 0.09%
284
-30
113
– –
-9,130
114
– –
-11,726
115
– –
-35,715
116
– –
-120,467
117
– –
-5,636
118
– –
-2,750
119
– –
-7,910
120
– –
-25,775
121
– –
-11,548
122
– –
-13,992
123
– –
-164,784
124
– –
-12,811
125
– –
-14,450
1 2 3 4
5