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
$260M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.18M
3
+$2.53M
4
TSLA icon
Tesla
TSLA
+$2.37M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.51M

Top Sells

1
+$5.21M
2
+$2.84M
3
+$2.01M
4
ADBE icon
Adobe
ADBE
+$1.8M
5
STZ icon
Constellation Brands
STZ
+$1.54M

Sector Composition

1 Technology 19.85%
2 Financials 8.92%
3 Consumer Discretionary 7.69%
4 Communication Services 6.29%
5 Healthcare 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$321K 0.12%
6,246
+300
102
$315K 0.12%
585
103
$309K 0.12%
586
104
$303K 0.12%
3,203
105
$293K 0.11%
+713
106
$287K 0.11%
+1,040
107
$286K 0.11%
+6,500
108
$277K 0.11%
3,864
109
$274K 0.11%
2,420
110
$271K 0.1%
5,629
-173
111
$269K 0.1%
3,500
112
$267K 0.1%
1,150
113
$264K 0.1%
250
114
$240K 0.09%
1,972
115
$234K 0.09%
1,250
116
$231K 0.09%
1,013
-15
117
$231K 0.09%
+1,708
118
$219K 0.08%
886
119
$200K 0.08%
284
120
– –
-3,485
121
– –
-14,994
122
– –
-3,359
123
– –
-4,002
124
– –
-1,550
125
– –
-8,311
2 3 4
5
6