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
$186M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.49M
3
+$1.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.57M
5
LMT icon
Lockheed Martin
LMT
+$1.3M

Top Sells

1
+$6.75M
2
+$1.58M
3
+$1.22M
4
GD icon
General Dynamics
GD
+$1.15M
5
CI icon
Cigna
CI
+$986K

Sector Composition

1 Technology 14.55%
2 Healthcare 7.71%
3 Financials 6.84%
4 Consumer Discretionary 5.32%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.6M 10.57%
170,264
+13,603
2
$12.9M 6.96%
29,011
-19
3
$9.09M 4.89%
46,871
-207
4
$8.87M 4.77%
153,572
+7,277
5
$7.04M 3.79%
134,645
+650
6
$6.37M 3.43%
35,731
+4,664
7
$6.11M 3.29%
13,788
+3,758
8
$5.36M 2.88%
15,731
+205
9
$4.49M 2.42%
97,235
+3,003
10
$4.11M 2.21%
17,299
+304
11
$4M 2.15%
8,352
-15
12
$3.42M 1.84%
120,569
-238,006
13
$3.2M 1.72%
30,713
14
$3.03M 1.63%
6,468
+21
15
$2.71M 1.46%
+43,810
16
$2.62M 1.41%
21,848
+95
17
$2.49M 1.34%
+18,441
18
$2.47M 1.33%
4,586
+158
19
$2.45M 1.32%
32,943
+6,220
20
$2.26M 1.22%
26,100
21
$2.2M 1.18%
16,875
-9,367
22
$2.06M 1.11%
14,818
+1,187
23
$2.04M 1.1%
3,912
+34
24
$1.96M 1.06%
11,863
+39
25
$1.91M 1.03%
14,922
+2,528
1
2 3 4 5