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 | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,925 | Closed | – | |||
| $0 | 0% | 0 -9,728 | Closed | – | |||
| $0 | 0% | 0 -3,591 | Closed | – | |||
| $0 | 0% | 0 -4,640 | Closed | – | |||
| $0 | 0% | 0 -2,809 | Closed | – | |||
| $0 | 0% | 0 -879 | Closed | – | |||
| $0 | 0% | 0 -1,098 | Closed | – | |||
| $0 | 0% | 0 -4,736 | Closed | – | |||
| $0 | 0% | 0 -7,494 | Closed | – | |||
| $0 | 0% | 0 -186,206 | Closed | – | |||
| $0 | 0% | 0 -1,147 | Closed | – | |||
| $0 | 0% | 0 -2,378 | Closed | – | |||
| $0 | 0% | 0 -452 | Closed | – | |||
| $0 | 0% | 0 -431 | Closed | – | |||
| $0 | 0% | 0 -9,994 | Closed | – | |||
| $0 | 0% | 0 -2,685 | Closed | – | |||
| $0 | 0% | 0 -155,548 | Closed | – | |||
| $0 | 0% | 0 -4,234 | Closed | – | |||
| $0 | 0% | 0 -3,308 | Closed | – | |||
| $0 | 0% | 0 -900 | Closed | – |
