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
$1.03B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$37.2M
3
+$17.3M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$13.5M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$13M

Top Sells

1
+$49.5M
2
+$24.1M
3
+$21.5M
4
IYW icon
iShares US Technology ETF
IYW
+$9.47M
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$301K

Sector Composition

1 Financials 9.2%
2 Consumer Discretionary 7.65%
3 Healthcare 7.08%
4 Technology 6.73%
5 Industrials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12M 1.16%
57,626
+35
27
$12M 1.16%
79,856
28
$11.9M 1.15%
457,666
29
$11.7M 1.13%
199,856
30
$11.6M 1.12%
99,647
31
$11.6M 1.12%
214,250
32
$11.5M 1.11%
189,856
-47
33
$11.5M 1.11%
150,082
-7
34
$11.5M 1.11%
79,182
+29
35
$11.4M 1.1%
384,756
36
$11.4M 1.1%
133,151
37
$11.4M 1.1%
112,952
38
$11.4M 1.1%
212,998
+22
39
$11.4M 1.1%
242,509
40
$11.2M 1.08%
97,071
+9
41
$11.1M 1.08%
440,977
+31
42
$11.1M 1.07%
381,512
43
$11M 1.06%
803,005
44
$10.7M 1.04%
131,770
45
$10.7M 1.04%
461,003
46
$10.7M 1.03%
153,328
47
$10.7M 1.03%
169,450
-3
48
$10.7M 1.03%
371,424
+92
49
$10.5M 1.01%
262,398
50
$10.5M 1.01%
337,751
+38
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