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
$188M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.01M
3
+$1.13M
4
MCK icon
McKesson
MCK
+$1.1M
5
GD icon
General Dynamics
GD
+$1.09M

Top Sells

1
+$2.64M
2
+$1.99M
3
+$1.57M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.39M
5
SYK icon
Stryker
SYK
+$1.16M

Sector Composition

1 Technology 16.48%
2 Financials 8.31%
3 Healthcare 6.46%
4 Consumer Discretionary 5.68%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 6.94%
27,265
-724
2
$9.26M 4.93%
79,043
-2,898
3
$9.09M 4.84%
47,229
+453
4
$8.59M 4.58%
147,280
-2,544
5
$8.44M 4.49%
17,755
+120
6
$8M 4.26%
144,350
+820
7
$7.13M 3.8%
37,276
+1,662
8
$6.12M 3.26%
16,273
+590
9
$4.97M 2.65%
103,707
+997
10
$4.52M 2.41%
17,370
+120
11
$4.12M 2.19%
8,118
12
$3.91M 2.08%
6,710
+311
13
$3.52M 1.87%
23,151
+483
14
$3.52M 1.87%
+111,630
15
$3.36M 1.79%
22,848
+231
16
$3.24M 1.72%
30,713
17
$3.23M 1.72%
41,396
+5,612
18
$3.21M 1.71%
22,977
+1,255
19
$3.03M 1.61%
4,590
+29
20
$2.75M 1.47%
24,660
-60
21
$2.4M 1.28%
14,951
+233
22
$2.16M 1.15%
14,626
+156
23
$2.07M 1.1%
5,079
+121
24
$2.05M 1.09%
41,390
+690
25
$2.03M 1.08%
3,863
+50
1
2 3 4 5