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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$11.7M
3
+$8.62M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.71M
5
MSFT icon
Microsoft
MSFT
+$6.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.33%
2 Financials 8.53%
3 Consumer Discretionary 8.39%
4 Healthcare 6.32%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 9.17%
+249,755
2
$11.7M 7.59%
+24,554
3
$8.62M 5.59%
+48,526
4
$6.71M 4.35%
+14,118
5
$6.48M 4.2%
+19,258
6
$4.04M 2.62%
+10,154
7
$4M 2.59%
+23,960
8
$3.58M 2.32%
+6,906
9
$3.56M 2.31%
+43,789
10
$3.46M 2.25%
+23,920
11
$3.18M 2.06%
+14,655
12
$3.14M 2.04%
+106,780
13
$2.44M 1.58%
+7,242
14
$2.2M 1.42%
+13,871
15
$2.07M 1.34%
+6,035
16
$2.04M 1.32%
+3,058
17
$2.02M 1.31%
+23,056
18
$1.99M 1.29%
+2,178
19
$1.88M 1.22%
+20,232
20
$1.82M 1.18%
+10,788
21
$1.63M 1.06%
+2,872
22
$1.62M 1.05%
+5,871
23
$1.62M 1.05%
+17,864
24
$1.61M 1.04%
+3,199
25
$1.54M 1%
+3,524
1
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