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
$290M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$51.9M
3
+$25.3M
4
TSN icon
Tyson Foods
TSN
+$1.97M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.51M

Top Sells

1
+$40.6M
2
+$18.3M
3
+$17.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$15.7M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$6.77M

Sector Composition

1 Technology 1.3%
2 Consumer Staples 0.87%
3 Healthcare 0.79%
4 Consumer Discretionary 0.26%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.9M 23.03%
1,169,421
-91,971
2
$60.3M 20.76%
+1,993,807
3
$51.9M 17.88%
+1,815,820
4
$29.1M 10.02%
886,432
-109,444
5
$25.3M 8.73%
+166,311
6
$20.6M 7.11%
179,925
+13,149
7
$4.58M 1.58%
104,452
-357,632
8
$4.36M 1.5%
25,004
-105,126
9
$3.78M 1.3%
9,990
-46,759
10
$3.48M 1.2%
81,076
+2,156
11
$2.92M 1.01%
74,552
-5,924
12
$2.51M 0.87%
68,348
+53,693
13
$1.26M 0.43%
16,180
+6,663
14
$1.04M 0.36%
17,051
-111,275
15
$855K 0.29%
+15,838
16
$755K 0.26%
2,538
-136,366
17
$726K 0.25%
4,979
+3,472
18
$702K 0.24%
53,496
+51,114
19
$668K 0.23%
+10,065
20
$657K 0.23%
3,751
-31,880
21
$593K 0.2%
5,332
+3,471
22
$535K 0.18%
8,972
+5,687
23
$533K 0.18%
5,380
-447
24
$532K 0.18%
1,539
-174
25
$493K 0.17%
2,224
+425
1
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