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
1
$49.8M 6.28%
2,619,320
+1,072,800
2
$44.4M 5.6%
812,992
+163,252
3
$40.6M 5.12%
267,322
+101,656
4
$27M 3.41%
1,023,916
+135,300
5
$23.3M 2.95%
2,106,887
+1,458,697
6
$21.7M 2.74%
113,712
7
$20.1M 2.54%
267,327
+169,761
8
$19.2M 2.42%
+365,885
9
$18.3M 2.31%
107,316
+65,377
10
$17.5M 2.21%
338,968
+3
11
$17M 2.15%
330,527
+182,839
12
$16.7M 2.1%
104,491
+35,619
13
$15.1M 1.9%
140,538
+45,673
14
$14.1M 1.78%
417,869
+188,422
15
$13.4M 1.7%
387,260
+160,250
16
$12.1M 1.53%
207,595
-19,391
17
$11.5M 1.45%
420,793
18
$11.4M 1.44%
133,106
19
$11.4M 1.44%
357,931
+169,220
20
$11M 1.39%
629,026
+614,885
21
$10.8M 1.36%
164,868
-16,776
22
$10.6M 1.34%
306,809
+302,175
23
$10.4M 1.32%
98,783
+9,470
24
$10M 1.27%
231,692
+43,091
25
$9.94M 1.26%
231,836
+282
1
2 3 4 5