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
101
$3.46M 0.05%
6,574
+391
102
$3.45M 0.05%
129,932
-8,104
103
$3.44M 0.05%
28,032
+706
104
$3.35M 0.05%
18,410
-354
105
$3.31M 0.05%
14,991
+426
106
$3.27M 0.05%
253,788
+16,341
107
$3.25M 0.05%
28,522
+45
108
$3.25M 0.05%
23,300
+118
109
$3.23M 0.05%
70,148
+126
110
$3.13M 0.05%
9,919
+2,686
111
$3.08M 0.05%
7,657
+224
112
$3.06M 0.05%
14,384
+426
113
$3.04M 0.05%
33,263
+1,033
114
$3.02M 0.05%
34,019
+745
115
$2.85M 0.04%
111,493
-8,615
116
$2.83M 0.04%
18,286
+7,511
117
$2.76M 0.04%
19,075
+598
118
$2.73M 0.04%
136,795
119
$2.73M 0.04%
18,879
+1,029
120
$2.71M 0.04%
16,184
+816
121
$2.7M 0.04%
99,000
122
$2.7M 0.04%
84,811
+8,532
123
$2.68M 0.04%
59,372
+10,448
124
$2.67M 0.04%
178,927
-11,349
125
$2.66M 0.04%
6,847
+425
3 4
5
6 7