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
$290M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$51.9M
3
+$25.3M
4
TSN icon
Tyson Foods
TSN
+$1.97M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.51M

Top Sells

1
+$40.6M
2
+$18.3M
3
+$17.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$15.7M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$6.77M

Sector Composition

1 Technology 1.3%
2 Consumer Staples 0.87%
3 Healthcare 0.79%
4 Consumer Discretionary 0.26%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$490K 0.17%
2,846
-293
27
$482K 0.17%
15,980
-1,320
28
$463K 0.16%
4,926
-1,771
29
$436K 0.15%
8,381
-1,548
30
$436K 0.15%
722
-3,420
31
$427K 0.15%
84,260
+56,190
32
$427K 0.15%
+23,919
33
$375K 0.13%
180
-21
34
$372K 0.13%
3,940
-520
35
$363K 0.13%
4,616
+104
36
$362K 0.12%
16,838
+10,691
37
$354K 0.12%
2,983
-1,149
38
$255K 0.09%
1,121
-5,617
39
– –
-1,100
40
– –
-15,111
41
– –
-11,750
42
– –
-2,456
43
– –
-3,948
44
– –
-1,651
1
2