HCM

Howard Capital Management Portfolio holdings

AUM $6.68B
1-Year Est. Return 21.2%
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$19.2M
3
+$16.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$15.4M
5
GILD icon
Gilead Sciences
GILD
+$12.8M

Top Sells

1
+$9.97M
2
+$9.94M
3
+$9.89M
4
HP icon
Helmerich & Payne
HP
+$9.88M
5
M icon
Macy's
M
+$9.56M

Sector Composition

1 Financials 9.43%
2 Healthcare 8.87%
3 Consumer Discretionary 8.68%
4 Technology 6.58%
5 Industrials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.9M 1.25%
+61,235
27
$9.78M 1.24%
157,846
+52,725
28
$9.68M 1.22%
+158,921
29
$9.51M 1.2%
+247,309
30
$9.45M 1.19%
165,929
+25,233
31
$9.4M 1.19%
827,105
+125,456
32
$9.22M 1.16%
99,472
-4,036
33
$9.22M 1.16%
+209,959
34
$9.18M 1.16%
114,900
+15,829
35
$9.17M 1.16%
329,776
+36,689
36
$9.08M 1.15%
+267,715
37
$9.03M 1.14%
164,737
-611
38
$8.97M 1.13%
143,047
+27,113
39
$8.89M 1.12%
60,637
+5,001
40
$8.78M 1.11%
83,112
+2,875
41
$8.78M 1.11%
192,822
-38,522
42
$8.65M 1.09%
321,190
+48,221
43
$8.64M 1.09%
141,529
-2,286
44
$8.61M 1.09%
524,232
-94,685
45
$8.59M 1.09%
+338,130
46
$8.53M 1.08%
+85,844
47
$8.51M 1.08%
+202,424
48
$8.46M 1.07%
112,298
+14,371
49
$8.33M 1.05%
174,113
+11,719
50
$8.3M 1.05%
+293,573
1
2
3 4 5