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
$355M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$38.1M
3
+$19.1M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$6.55M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.71M

Top Sells

1
+$75.8M
2
+$6.48M
3
+$1.4M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$577K
5
KLAC icon
KLA
KLAC
+$252K

Sector Composition

1 Technology 1.19%
2 Healthcare 0.81%
3 Communication Services 0.68%
4 Consumer Staples 0.37%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$87M 24.5%
+1,391,635
2
$77.3M 21.78%
2,427,235
+63,964
3
$61.1M 17.22%
2,352,505
+83,017
4
$38.1M 10.73%
+960,640
5
$26M 7.32%
219,877
+5,231
6
$19.1M 5.38%
+784,480
7
$6.55M 1.84%
+116,900
8
$4.55M 1.28%
32,041
+1,185
9
$3.71M 1.04%
+69,276
10
$3.57M 1.01%
+10,999
11
$1.63M 0.46%
15,922
+2,679
12
$1.5M 0.42%
16,319
+6,139
13
$1.44M 0.41%
15,780
-828,562
14
$1.39M 0.39%
66,031
+12,389
15
$1.14M 0.32%
+6,766
16
$1.06M 0.3%
19,469
+6,568
17
$1.05M 0.3%
19,478
+3,640
18
$1.04M 0.29%
+6,900
19
$998K 0.28%
+2,021
20
$940K 0.26%
10,648
+593
21
$940K 0.26%
37,406
-257,702
22
$871K 0.25%
14,655
-29
23
$866K 0.24%
39,599
+13,539
24
$792K 0.22%
+4,489
25
$789K 0.22%
8,464
+3,892
1
2 3