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
126
$2.63M 0.04%
13,876
+5,859
127
$2.62M 0.04%
23,732
+726
128
$2.61M 0.04%
+36,103
129
$2.6M 0.04%
129,568
+3,737
130
$2.59M 0.04%
30,721
+919
131
$2.56M 0.04%
+66,543
132
$2.51M 0.04%
9,902
+1,069
133
$2.5M 0.04%
32,180
+30,061
134
$2.5M 0.04%
27,631
+1,397
135
$2.43M 0.04%
20,853
+66
136
$2.37M 0.04%
96,560
+2,764
137
$2.32M 0.04%
38,838
+1,162
138
$2.28M 0.04%
7,853
+1,093
139
$2.27M 0.04%
7,548
+217
140
$2.21M 0.03%
3,102
+89
141
$2.21M 0.03%
43,658
+155
142
$2.2M 0.03%
37,515
+15,089
143
$2.15M 0.03%
9,609
+282
144
$2.12M 0.03%
661
-2
145
$2.11M 0.03%
6,172
+180
146
$2.1M 0.03%
6,290
+548
147
$2.07M 0.03%
47,054
+2,406
148
$2.04M 0.03%
88,310
+10,394
149
$2.03M 0.03%
7,291
+205
150
$2.01M 0.03%
25,410
+825
4 5
6
7 8