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
326
$361K 0.01%
2,035
+99
327
$352K 0.01%
9,177
+578
328
$351K 0.01%
660
+22
329
$350K 0.01%
276
+9
330
$348K 0.01%
3,066
+153
331
$348K 0.01%
+4,413
332
$343K 0.01%
1,463
+72
333
$340K 0.01%
1,371
+67
334
$340K 0.01%
+4,425
335
$335K 0.01%
3,907
+392
336
$332K 0.01%
4,559
+237
337
$330K 0.01%
1,711
+85
338
$328K 0.01%
+967
339
$324K 0.01%
2,843
+144
340
$319K ﹤0.01%
1,483
+72
341
$318K ﹤0.01%
3,746
+189
342
$315K ﹤0.01%
2,398
+108
343
$315K ﹤0.01%
1,400
+335
344
$313K ﹤0.01%
1,045
+54
345
$313K ﹤0.01%
+526
346
$309K ﹤0.01%
1,841
+90
347
$309K ﹤0.01%
+10,131
348
$309K ﹤0.01%
1,338
+63
349
$309K ﹤0.01%
885
+45
350
$306K ﹤0.01%
3,791
+267
12 13
14
15 16