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
76
$263K 0.03%
13,602
+3,392
77
$260K 0.03%
7,925
+880
78
$259K 0.03%
3,661
+505
79
$256K 0.03%
15,100
+895
80
$251K 0.03%
16,194
+1,038
81
$246K 0.03%
6,591
+1,071
82
$240K 0.03%
8,745
+1,870
83
$216K 0.03%
820
84
$214K 0.03%
6,842
+1,159
85
$203K 0.03%
8,572
+1,735
86
– –
-86,762
87
– –
-73,100
88
– –
-66,893
89
– –
-92,303
90
– –
-3,412
91
– –
-34,860
92
– –
-41,862
93
– –
-152,903
94
– –
-49,788
95
– –
-222,899
96
– –
-379,659
97
– –
-151,189
98
– –
-6,529
99
– –
-134,144
100
– –
-1,468
1 2 3
4
5