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
51
$10.5M 1.01%
279,577
52
$10.4M 1.01%
94,452
+32
53
$10.4M 1%
127,914
+72
54
$10.4M 1%
241,188
+59
55
$10.2M 0.99%
198,286
56
$10.1M 0.97%
97,985
+3
57
$9.96M 0.96%
186,024
58
$9.78M 0.95%
349,806
59
$9.28M 0.9%
168,579
60
$9.11M 0.88%
24,860
+7,475
61
$8.86M 0.86%
362,889
62
$8.74M 0.84%
187,673
63
$7.86M 0.76%
178,425
64
$6.93M 0.67%
+100,000
65
$5.89M 0.57%
35,767
+5,105
66
$4.07M 0.39%
72,376
-36
67
$1.66M 0.16%
9,222
+1,775
68
$635K 0.06%
2,185
+1,365
69
$282K 0.03%
2,318
+137
70
– –
-858,436
71
– –
-8,460
72
– –
-113,712
73
– –
-202,424
1 2
3