HCM

Howard Capital Management Portfolio holdings

AUM $7.72B
1-Year Est. Return 27.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.81%
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
401
$208K ﹤0.01%
946
+28
402
$208K ﹤0.01%
+2,685
403
$206K ﹤0.01%
+2,230
404
$206K ﹤0.01%
900
+45
405
$202K ﹤0.01%
+646
406
$180K ﹤0.01%
17,034
-55,325
407
$24.5K ﹤0.01%
14,165
408
– –
-6,509
409
– –
-1,548
410
– –
-2,263
411
– –
-6,454
412
– –
-17,327
413
– –
-458,300
414
– –
-3,644
415
– –
-4,266
416
– –
-134
417
– –
-287
418
– –
-7,422
419
– –
-8,060
420
– –
-2,039
421
– –
-5,927
422
– –
-892
423
– –
-35,677
424
– –
-756
425
– –
-2,017
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