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
201
$1.13M 0.02%
19,949
+6,416
202
$1.12M 0.02%
9,685
+486
203
$1.11M 0.02%
3,756
+175
204
$1.09M 0.02%
7,448
+221
205
$1.07M 0.02%
14,906
+724
206
$1.06M 0.02%
4,369
+134
207
$1.06M 0.02%
6,479
+641
208
$1.04M 0.02%
7,467
+1,770
209
$1.04M 0.02%
11,475
+135
210
$1.03M 0.02%
4,502
+225
211
$1.01M 0.02%
2,027
+99
212
$986K 0.02%
15,920
+579
213
$981K 0.02%
2,863
+79
214
$977K 0.02%
+953
215
$969K 0.02%
9,095
-119
216
$967K 0.02%
5,483
+145
217
$961K 0.01%
6,727
+202
218
$955K 0.01%
31,108
+9,398
219
$953K 0.01%
2,492
+56
220
$953K 0.01%
2,304
+67
221
$952K 0.01%
3,857
+198
222
$932K 0.01%
9,396
+1,348
223
$926K 0.01%
7,663
+392
224
$910K 0.01%
3,990
+202
225
$906K 0.01%
7,182
+852
7 8
9
10 11