HCM

Highview Capital Management Portfolio holdings

AUM $272M
1-Year Est. Return 27.65%
This Quarter Est. Return
1 Year Est. Return
+27.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$1.65M
3
+$1.63M
4
TTWO icon
Take-Two Interactive
TTWO
+$1.5M
5
LH icon
Labcorp
LH
+$1.42M

Top Sells

1
+$4.04M
2
+$3.18M
3
+$2.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.69M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Technology 18.39%
2 Financials 9.23%
3 Consumer Discretionary 8.14%
4 Communication Services 6.65%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$233K 0.1%
2,796
-1,088
102
$225K 0.09%
1,250
103
$219K 0.09%
31,650
104
$209K 0.09%
+524
105
$207K 0.09%
886
106
– –
-4,915
107
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-4,501
108
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-5,346
109
– –
-6,204
110
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-1,708
111
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-2,035
112
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-16,565
113
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-6,500
114
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-1,040
115
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-28,553
116
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-10,262
117
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-18,015
118
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-8,735
119
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-53,371
120
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-11,885
121
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-6,753
122
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-42,609
123
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-2,906
124
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-1,972
125
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-284
2 3 4
5
6