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
$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
26
$33.5M 0.52%
176,942
+13,118
27
$28.7M 0.45%
337,900
+16,800
28
$27.3M 0.42%
346,740
-20
29
$18.8M 0.29%
333,605
+76,829
30
$16.2M 0.25%
17,640
+1,187
31
$12.7M 0.2%
66,813
-39,786
32
$12.4M 0.19%
139,031
-140,767
33
$11.5M 0.18%
129,160
+3,850
34
$10.8M 0.17%
106,102
-706
35
$10.5M 0.16%
23,203
+1,257
36
$10.1M 0.16%
1,950,524
+27,535
37
$9.88M 0.15%
+186,206
38
$9.54M 0.15%
15,132
+2,771
39
$9.44M 0.15%
16,571
+5
40
$9.18M 0.14%
41,542
+215
41
$8.42M 0.13%
69,737
+1,645
42
$7.76M 0.12%
131,063
+9,307
43
$7.49M 0.12%
77,117
+81
44
$7.18M 0.11%
46,771
+19
45
$6.8M 0.11%
104,655
+108
46
$6.66M 0.1%
218,582
+112,956
47
$6.4M 0.1%
90,951
+1,591
48
$6.35M 0.1%
41,762
+1,244
49
$6.28M 0.1%
14,126
+417
50
$6.09M 0.09%
267,518
+3,978
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