HCM

Highview Capital Management Portfolio holdings

AUM $272M
1-Year Est. Return 27.65%
This Quarter Est. Return
1 Year Est. Return
+27.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$1.65M
3
+$1.63M
4
TTWO icon
Take-Two Interactive
TTWO
+$1.5M
5
LH icon
Labcorp
LH
+$1.42M

Top Sells

1
+$4.04M
2
+$3.18M
3
+$2.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.69M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Technology 18.39%
2 Financials 9.23%
3 Consumer Discretionary 8.14%
4 Communication Services 6.65%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 5.82%
24,738
-3,124
2
$12.1M 5.07%
207,723
+13,127
3
$11.7M 4.92%
20,996
+1,186
4
$11.3M 4.71%
50,693
+429
5
$11.3M 4.71%
257,500
+117,193
6
$10.6M 4.45%
209,269
+18,351
7
$7.42M 3.11%
19,766
+416
8
$7.15M 2.99%
20,410
+413
9
$6.98M 2.92%
40,842
+3,851
10
$5.76M 2.41%
53,114
-5,282
11
$5.69M 2.38%
29,923
+948
12
$5.29M 2.22%
18,366
-771
13
$5.24M 2.19%
95,104
+4,017
14
$4.91M 2.06%
31,772
+2,672
15
$4.71M 1.97%
5,708
-1,363
16
$4.63M 1.94%
4,900
+87
17
$4.37M 1.83%
8,188
18
$3.77M 1.58%
36,609
+11,862
19
$3.52M 1.47%
21,046
-4,476
20
$3.48M 1.46%
28,549
+2,984
21
$3.34M 1.4%
5,793
-396
22
$3.33M 1.39%
37,927
+982
23
$3.26M 1.37%
13,306
-317
24
$3.2M 1.34%
11,303
+263
25
$2.92M 1.22%
27,614
1
2 3 4 5