HCM
Howard Capital Management Portfolio holdings
AUM $3.98B
AUM
$3.98B
AUM Growth
-$2.46B (-38%)
Cap. Flow
-$1.07B
Cap. Flow % of AUM
-26.77%
Top 10 Holdings %Top 10 Hldgs %
61.66%
Holding
420
New
13
Increased
60
Reduced
293
Closed
41
Top Buys
| 1 | $16.5M | |
| 2 | $13.3M | |
| 3 | $4.56M | |
| 4 | $2.69M | |
| 5 | $2.23M |
Top Sells
| 1 | $651M | |
| 2 | $358M | |
| 3 | $11.8M | |
| 4 | $11.2M | |
| 5 | $9.38M |
Sector Composition
| 1 | Technology | 9.47% |
| 2 | Communication Services | 3.29% |
| 3 | Consumer Discretionary | 2.81% |
| 4 | Financials | 1.74% |
| 5 | Healthcare | 1.69% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $763K | 0.02% | 6,937 -245 | -3% | -$26.9K | |||
| $763K | 0.02% | 3,294 -304 | -8% | -$70.4K | |||
| $749K | 0.02% | 5,842 -9,070 | -61% | -$1.16M | |||
| $748K | 0.02% | 9,268 -1,413 | -13% | -$114K | |||
| $739K | 0.02% | 13,505 -2,074 | -13% | -$113K | |||
| $715K | 0.02% | 7,956 -1,225 | -13% | -$110K | |||
| $713K | 0.02% | 1,916 -285 | -13% | -$106K | |||
| $703K | 0.02% | 1,497 -208 | -12% | -$97.6K | |||
| $690K | 0.02% | 11,548 -1,104 | -9% | -$66K | |||
| $672K | 0.02% | 2,755 -345 | -11% | -$84.2K | |||
| $651K | 0.02% | 2,057 -316 | -13% | -$100K | |||
| $651K | 0.02% | 15,419 -109 | -0.7% | -$4.6K | |||
| $650K | 0.02% | 2,393 -132 | -5% | -$35.9K | |||
| $647K | 0.02% | 9,468 -1,453 | -13% | -$99.2K | |||
| $646K | 0.02% | 13,348 -2,045 | -13% | -$99K | |||
| $636K | 0.02% | 1,515 +5 | +0.3% | +$2.1K | |||
| $629K | 0.02% | 8,037 -1,044 | -12% | -$81.7K | |||
| $621K | 0.02% | 6,759 -711 | -10% | -$65.4K | |||
| $612K | 0.02% | 5,471 -823 | -13% | -$92K | |||
| $611K | 0.02% | 2,160 -332 | -13% | -$94K | |||
| $596K | 0.01% | 23,650 | – | – | |||
| $592K | 0.01% | 5,327 -473 | -8% | -$52.6K | |||
| $578K | 0.01% | 5,828 -899 | -13% | -$89.2K | |||
| $576K | 0.01% | 4,725 -532 | -10% | -$64.9K | |||
| $573K | 0.01% | 1,318 -206 | -14% | -$89.6K |
