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
$135M
AUM Growth
+$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$5.42M
3
+$1.34M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.05M
5
CI icon
Cigna
CI
+$999K

Top Sells

1
+$1.93M
2
+$1.04M
3
+$960K
4
PAYX icon
Paychex
PAYX
+$918K
5
ABT icon
Abbott
ABT
+$806K

Sector Composition

1 Technology 14.73%
2 Healthcare 10.47%
3 Financials 6.52%
4 Consumer Discretionary 5.63%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 8.23%
136,689
+12,879
2
$10.2M 7.56%
28,412
+1,010
3
$7.22M 5.36%
52,266
+2,141
4
$6.15M 4.56%
17,225
-644
5
$5.71M 4.23%
+189,312
6
$5.64M 4.18%
128,660
+5,845
7
$5.42M 4.02%
+56,428
8
$4.8M 3.56%
20,599
+396
9
$3.38M 2.51%
60,374
-4,461
10
$3.05M 2.27%
27,029
+1,009
11
$3.01M 2.23%
16,959
+271
12
$2.74M 2.03%
8,473
+712
13
$2.63M 1.95%
6,555
+124
14
$2.4M 1.78%
25,100
+720
15
$2.23M 1.65%
4,719
+285
16
$2.07M 1.53%
4,092
+260
17
$2.02M 1.5%
3,989
+299
18
$1.83M 1.36%
11,212
-500
19
$1.76M 1.3%
13,106
+201
20
$1.61M 1.2%
20,597
+570
21
$1.48M 1.1%
10,918
-119
22
$1.41M 1.05%
18,442
+1,557
23
$1.4M 1.04%
4,205
-750
24
$1.38M 1.03%
14,395
+2,115
25
$1.34M 1%
+4,646
1
2 3 4 5