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
$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
1
$802M 12.46%
7,410,206
+1,657
2
$554M 8.6%
1,612,707
-4,419
3
$528M 8.2%
6,669,079
-235,902
4
$523M 8.12%
2,982,361
-5,264
5
$408M 6.34%
2,418,951
+344,346
6
$266M 4.13%
6,385,270
+17,015
7
$237M 3.67%
1,208,325
+72
8
$220M 3.41%
8,257,017
+269,091
9
$209M 3.25%
6,071,955
+78,623
10
$193M 3%
2,179,700
11
$190M 2.95%
323,916
+36
12
$183M 2.85%
2,354,317
+1,978,362
13
$172M 2.66%
1,854,800
14
$133M 2.07%
1,044,302
+59
15
$129M 2.01%
984,600
16
$129M 2.01%
314,821
+740
17
$114M 1.77%
455,685
+31,832
18
$106M 1.65%
1,093,236
-1,481,860
19
$105M 1.63%
1,148,367
-34,227
20
$101M 1.57%
239,848
+21,350
21
$85.3M 1.32%
635,044
+22,998
22
$60.1M 0.93%
259,062
+23,242
23
$58.8M 0.91%
267,852
+12,956
24
$49.2M 0.76%
84,026
+2,697
25
$35.4M 0.55%
87,674
+2,795
1
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