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 | |
|---|---|---|---|---|---|---|---|
| $202K | 0.01% | 974 | New | +$202K | |||
| $201K | 0.01% | 1,782 -273 | -13% | -$30.8K | |||
| $159K | 0% | 14,864 -2,170 | -13% | -$23.3K | |||
| $19.7K | 0% | 14,165 | – | – | |||
| $0 | 0% | 0 -743 | Closed | – | |||
| $0 | 0% | 0 -3,061 | Closed | – | |||
| $0 | 0% | 0 -10,131 | Closed | – | |||
| $0 | 0% | 0 -967 | Closed | – | |||
| $0 | 0% | 0 -2,418,951 | Closed | – | |||
| $0 | 0% | 0 -1,854,800 | Closed | – | |||
| $0 | 0% | 0 -1,068 | Closed | – | |||
| $0 | 0% | 0 -5,180 | Closed | – | |||
| $0 | 0% | 0 -5,613 | Closed | – | |||
| $0 | 0% | 0 -2,179,700 | Closed | – | |||
| $0 | 0% | 0 -906 | Closed | – | |||
| $0 | 0% | 0 -3,066 | Closed | – | |||
| $0 | 0% | 0 -13,876 | Closed | – | |||
| $0 | 0% | 0 -66,543 | Closed | – | |||
| $0 | 0% | 0 -646 | Closed | – | |||
| $0 | 0% | 0 -3,746 | Closed | – | |||
| $0 | 0% | 0 -2,230 | Closed | – | |||
| $0 | 0% | 0 -22,425 | Closed | – | |||
| $0 | 0% | 0 -946 | Closed | – | |||
| $0 | 0% | 0 -9,363 | Closed | – | |||
| $0 | 0% | 0 -19,868 | Closed | – |
