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
$156M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.46M
3
+$1.4M
4
TMUS icon
T-Mobile US
TMUS
+$1.26M
5
DUK icon
Duke Energy
DUK
+$1.22M

Top Sells

1
+$7.05M
2
+$2.02M
3
+$1.54M
4
ROK icon
Rockwell Automation
ROK
+$1.53M
5
DHI icon
D.R. Horton
DHI
+$1.24M

Sector Composition

1 Technology 20.19%
2 Healthcare 8.56%
3 Financials 7.97%
4 Industrials 6.91%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.3M 7.93%
27,192
+2,638
2
$9.87M 6.34%
56,528
+8,002
3
$7.84M 5.04%
17,361
+3,243
4
$6.44M 4.14%
20,882
+1,624
5
$6.36M 4.09%
118,470
-131,285
6
$4.69M 3.01%
63,666
+47,493
7
$4.21M 2.71%
25,840
+1,880
8
$3.69M 2.37%
10,178
+24
9
$3.68M 2.37%
16,614
+1,959
10
$3.62M 2.33%
26,040
+2,120
11
$3.5M 2.25%
44,789
+1,000
12
$3.02M 1.94%
6,166
-740
13
$2.49M 1.6%
4,328
+1,456
14
$2.39M 1.53%
87,440
-19,340
15
$2.37M 1.52%
8,276
+2,405
16
$2.29M 1.47%
5,505
-530
17
$2.25M 1.45%
25,073
+7,209
18
$2.17M 1.39%
3,667
+609
19
$2.14M 1.38%
913
+463
20
$2.12M 1.36%
58,238
+27,674
21
$2.03M 1.3%
11,453
+6,386
22
$1.89M 1.21%
3,706
+507
23
$1.79M 1.15%
13,164
-707
24
$1.75M 1.12%
2,284
+106
25
$1.73M 1.11%
12,380
+1,880
1
2 3 4 5