HCM

Howard Capital Management Portfolio holdings

AUM $7.57B
1-Year Est. Return 30.72%
This Quarter Est. Return
1 Year Est. Return
+30.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.44B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$58.1M
3
+$9.88M
4
MSFT icon
Microsoft
MSFT
+$9M
5
AAPL icon
Apple
AAPL
+$7.97M

Top Sells

1
+$144M
2
+$26.5M
3
+$18.7M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$12.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.58M

Sector Composition

1 Technology 7.59%
2 Consumer Discretionary 2.35%
3 Communication Services 2.28%
4 Financials 1.17%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$905K 0.01%
3,775
+182
227
$885K 0.01%
27,043
+2,902
228
$883K 0.01%
15,393
+455
229
$882K 0.01%
11,667
+487
230
$875K 0.01%
7,494
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231
$867K 0.01%
22,425
-20,657
232
$849K 0.01%
10,921
+317
233
$842K 0.01%
9,431
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234
$838K 0.01%
2,525
+189
235
$835K 0.01%
10,681
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236
$835K 0.01%
25,993
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237
$827K 0.01%
4,025
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238
$811K 0.01%
15,425
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239
$803K 0.01%
11,216
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240
$800K 0.01%
2,373
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241
$800K 0.01%
4,637
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242
$792K 0.01%
2,201
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243
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12,560
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244
$791K 0.01%
12,061
-7
245
$787K 0.01%
+4,640
246
$772K 0.01%
34,692
-7
247
$761K 0.01%
12,611
+757
248
$757K 0.01%
12,078
+4,306
249
$755K 0.01%
19,868
+117
250
$743K 0.01%
15,528
+6,548
8 9
10
11 12