HCM

Howard Capital Management Portfolio holdings

AUM $7.72B
1-Year Est. Return 27.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.81%
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
+$22M
2
+$21.7M
3
+$16.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$15.7M
5
GILD icon
Gilead Sciences
GILD
+$13.5M

Top Sells

1
+$9.97M
2
+$9.89M
3
+$9.88M
4
M icon
Macy's
M
+$9.56M
5
INTC icon
Intel
INTC
+$9.42M

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
101
– –
-49,788
102
– –
-222,899
103
– –
-162,417
104
– –
-41,862
105
– –
-152,903
1 2 3 4
5