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
301
$450K 0.01%
958
+45
302
$448K 0.01%
+1,246
303
$445K 0.01%
3,448
-2,080
304
$442K 0.01%
2,481
+126
305
$426K 0.01%
+9,728
306
$424K 0.01%
3,368
+171
307
$417K 0.01%
3,084
+230
308
$417K 0.01%
10,385
+1,668
309
$416K 0.01%
9,994
+297
310
$400K 0.01%
+4,318
311
$394K 0.01%
1,594
+81
312
$385K 0.01%
5,635
+288
313
$382K 0.01%
8,815
+454
314
$382K 0.01%
1,630
+89
315
$382K 0.01%
2,217
+108
316
$381K 0.01%
1,315
+72
317
$380K 0.01%
1,444
+72
318
$379K 0.01%
4,936
+252
319
$377K 0.01%
13,752
+715
320
$373K 0.01%
6,922
+1,007
321
$367K 0.01%
+5,613
322
$365K 0.01%
9,594
+499
323
$363K 0.01%
+9,363
324
$362K 0.01%
4,130
+199
325
$362K 0.01%
1,501
+72
11 12
13
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