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
101
-26,313
102
-302,838
103
-7,185
104
-1,532
105
-162,417