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
$246M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.8M
3
+$1.65M
4
HUBS icon
HubSpot
HUBS
+$1.53M
5
CPT icon
Camden Property Trust
CPT
+$1.24M

Top Sells

1
+$4.77M
2
+$4.28M
3
+$1.87M
4
RCL icon
Royal Caribbean
RCL
+$1.84M
5
CVX icon
Chevron
CVX
+$1.83M

Sector Composition

1 Technology 19.55%
2 Financials 8.07%
3 Healthcare 6.88%
4 Consumer Discretionary 6.45%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.1M 6.54%
27,904
+814
2
$11.5M 4.69%
20,092
+609
3
$11.5M 4.66%
183,892
+8,573
4
$11.4M 4.65%
49,109
+1,498
5
$9.88M 4.01%
40,639
+2,055
6
$9.75M 3.96%
184,636
+10,865
7
$8.05M 3.27%
18,714
+915
8
$6.65M 2.7%
54,743
+2,550
9
$6.32M 2.57%
35,260
+1,251
10
$5.99M 2.44%
6,763
+181
11
$5.34M 2.17%
87,447
+4,643
12
$5.33M 2.17%
19,393
+639
13
$5.12M 2.08%
27,457
+1,389
14
$4.77M 1.94%
104,092
+6,185
15
$4.66M 1.89%
28,097
+1,231
16
$4.63M 1.88%
8,133
+22
17
$4.37M 1.77%
45,609
-19,556
18
$4.35M 1.77%
25,200
+710
19
$4.23M 1.72%
4,773
+182
20
$3.42M 1.39%
5,971
+226
21
$3.31M 1.35%
16,061
+598
22
$2.88M 1.17%
24,487
+1,496
23
$2.84M 1.16%
35,225
+1,573
24
$2.84M 1.16%
+20,021
25
$2.83M 1.15%
26,664
1
2 3 4 5