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
51
$6.08M 0.09%
26,333
-1,340
52
$6.06M 0.09%
14,471
+14,039
53
$6.01M 0.09%
25,077
+1,270
54
$5.95M 0.09%
326,582
+73,192
55
$5.81M 0.09%
7,530
+392
56
$5.73M 0.09%
88,489
57
$5.69M 0.09%
106,752
+446
58
$5.38M 0.08%
88,869
+193
59
$5.37M 0.08%
10,293
+348
60
$5.22M 0.08%
20,015
+468
61
$5.21M 0.08%
113,861
+576
62
$5.2M 0.08%
130,047
+2,742
63
$5.14M 0.08%
27,429
+908
64
$5.12M 0.08%
105,337
+557
65
$5.09M 0.08%
67,124
-4,104
66
$5.01M 0.08%
26,624
+187
67
$5M 0.08%
1,007
+50
68
$4.95M 0.08%
46,036
+1,802
69
$4.78M 0.07%
7,610
+230
70
$4.76M 0.07%
107,403
+22,431
71
$4.74M 0.07%
126,353
+3,910
72
$4.66M 0.07%
42,768
+81
73
$4.6M 0.07%
54,486
+129
74
$4.6M 0.07%
87,911
+1,488
75
$4.54M 0.07%
59,100
+443
1 2
3
4 5