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
$355M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$38.1M
3
+$19.1M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$6.55M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.71M

Top Sells

1
+$75.8M
2
+$6.48M
3
+$1.4M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$577K
5
KLAC icon
KLA
KLAC
+$252K

Sector Composition

1 Technology 1.19%
2 Healthcare 0.81%
3 Communication Services 0.68%
4 Consumer Staples 0.37%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,108
52
– –
-16,604
53
– –
-1,680
54
– –
-5,778
1 2
3