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
151
$1.98M 0.03%
4,078
+113
152
$1.96M 0.03%
32,388
+14,585
153
$1.87M 0.03%
57,852
+1,720
154
$1.86M 0.03%
19,694
+589
155
$1.83M 0.03%
15,579
+464
156
$1.83M 0.03%
14,912
+2,529
157
$1.82M 0.03%
9,985
-20,570
158
$1.82M 0.03%
17,504
+971
159
$1.82M 0.03%
25,885
+1,154
160
$1.79M 0.03%
11,215
-34
161
$1.76M 0.03%
5,961
+193
162
$1.71M 0.03%
17,193
+858
163
$1.7M 0.03%
3,492
+581
164
$1.67M 0.03%
984
+20
165
$1.67M 0.03%
10,013
+517
166
$1.66M 0.03%
19,313
-778
167
$1.62M 0.03%
26,050
+1,599
168
$1.61M 0.03%
8,782
+183
169
$1.6M 0.02%
12,183
+352
170
$1.53M 0.02%
+4,351
171
$1.53M 0.02%
2,940
+71
172
$1.51M 0.02%
7,017
+379
173
$1.45M 0.02%
9,589
+284
174
$1.43M 0.02%
5,553
+163
175
$1.42M 0.02%
4,903
+252
5 6
7
8 9