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
$260M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.18M
3
+$2.53M
4
TSLA icon
Tesla
TSLA
+$2.37M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.51M

Top Sells

1
+$5.21M
2
+$2.84M
3
+$2.01M
4
ADBE icon
Adobe
ADBE
+$1.8M
5
STZ icon
Constellation Brands
STZ
+$1.54M

Sector Composition

1 Technology 19.85%
2 Financials 8.92%
3 Consumer Discretionary 7.69%
4 Communication Services 6.29%
5 Healthcare 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 6.3%
27,862
-42
2
$12.6M 4.83%
50,264
+1,155
3
$12.1M 4.66%
194,596
+10,704
4
$11.6M 4.46%
19,810
-282
5
$9.13M 3.51%
190,918
+6,282
6
$8.16M 3.13%
19,350
+636
7
$7.84M 3.01%
58,396
+3,653
8
$6.59M 2.53%
36,991
+1,731
9
$6.36M 2.44%
28,975
+1,518
10
$6.32M 2.43%
19,997
+604
11
$5.92M 2.27%
25,522
+322
12
$5.87M 2.25%
140,307
+36,215
13
$5.51M 2.12%
29,100
+1,003
14
$5.46M 2.1%
7,071
+308
15
$5.05M 1.94%
91,087
+3,640
16
$4.98M 1.91%
49,026
+3,417
17
$4.66M 1.79%
8,188
+55
18
$4.63M 1.78%
19,137
-21,502
19
$4.41M 1.69%
4,813
+40
20
$4.04M 1.55%
+53,371
21
$3.62M 1.39%
6,189
+218
22
$3.59M 1.38%
16,253
+192
23
$3.34M 1.28%
36,945
+1,720
24
$3.27M 1.25%
13,623
+1,893
25
$3.18M 1.22%
+72,230
1
2 3 4 5