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
51
$8.28M 1.05%
73,446
+4,037
52
$8.25M 1.04%
110,624
+106,624
53
$8.13M 1.03%
130,498
+4,403
54
$8.04M 1.02%
+182,268
55
$8.03M 1.01%
158,664
+13,757
56
$7.96M 1%
130,686
+10,419
57
$7.95M 1%
+357,598
58
$7.9M 1%
330,263
-67,133
59
$7.88M 1%
121,364
-427
60
$6.76M 0.85%
+43,861
61
$6.68M 0.84%
19,675
+14,241
62
$5.77M 0.73%
+51,769
63
$1.41M 0.18%
9,210
+2,060
64
$879K 0.11%
12,260
+7,920
65
$478K 0.06%
9,271
+4,118
66
$335K 0.04%
3,146
+911
67
$324K 0.04%
6,463
-198,330
68
$319K 0.04%
3,282
+670
69
$290K 0.04%
+4,589
70
$290K 0.04%
4,255
+999
71
$284K 0.04%
5,060
+1,472
72
$282K 0.04%
5,519
+1,359
73
$278K 0.04%
10,276
-265,200
74
$276K 0.03%
5,432
+1,144
75
$273K 0.03%
12,867
+3,188
1 2
3
4 5