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
76
$4.49M 0.07%
14,218
+898
77
$4.48M 0.07%
73,199
-4,341
78
$4.46M 0.07%
27,419
+789
79
$4.39M 0.07%
19,431
+576
80
$4.36M 0.07%
143,272
-8,149
81
$4.32M 0.07%
50,684
+495
82
$4.32M 0.07%
52,789
-3,059
83
$4.3M 0.07%
201,501
+3,592
84
$4.3M 0.07%
127,753
+1,920
85
$4.29M 0.07%
245,913
86
$4.27M 0.07%
131,428
-7,997
87
$4.26M 0.07%
74,176
-10,022
88
$4.24M 0.07%
340,890
+4,123
89
$4.24M 0.07%
129,968
+2,081
90
$4.22M 0.07%
52,193
+10,357
91
$4.21M 0.07%
23,450
92
$4.12M 0.06%
66,858
+724
93
$4.01M 0.06%
7,925
+65
94
$3.93M 0.06%
29,788
+84
95
$3.88M 0.06%
45,417
+1,039
96
$3.87M 0.06%
41,922
+4,574
97
$3.79M 0.06%
21,318
+2,324
98
$3.74M 0.06%
36,230
+1,858
99
$3.63M 0.06%
155,548
+25,975
100
$3.54M 0.06%
12,100
+343
2 3
4
5 6