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
$352M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$1.46M
3
+$1.18M
4
MOH icon
Molina Healthcare
MOH
+$1.08M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$823K

Top Sells

1
+$5.81M
2
+$4.33M
3
+$4.08M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.43M
5
BND icon
Vanguard Total Bond Market
BND
+$372K

Sector Composition

1 Healthcare 1.35%
2 Technology 0.63%
3 Consumer Discretionary 0.49%
4 Consumer Staples 0.47%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$246K 0.07%
+2,232
27
$217K 0.06%
12,396
-4,140
28
$216K 0.06%
+1,203
29
$213K 0.06%
+961
30
$209K 0.06%
+662
31
– –
-1,840
32
– –
-203,971
1
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