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
$913M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$11.3M
3
+$11.2M
4
CVS icon
CVS Health
CVS
+$11.1M
5
QCOM icon
Qualcomm
QCOM
+$11.1M

Top Sells

1
+$12.7M
2
+$11M
3
+$10.8M
4
EMN icon
Eastman Chemical
EMN
+$10.4M
5
ADM icon
Archer Daniels Midland
ADM
+$10M

Sector Composition

1 Financials 9.38%
2 Technology 7.63%
3 Healthcare 7.31%
4 Consumer Discretionary 6.93%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 1.2%
308,395
-109,474
27
$11M 1.2%
+384,756
28
$11M 1.2%
131,770
+45,926
29
$10.9M 1.2%
212,976
+38,863
30
$10.9M 1.19%
349,806
-8,125
31
$10.9M 1.19%
141,463
+26,563
32
$10.9M 1.19%
214,058
+49,321
33
$10.9M 1.19%
+279,577
34
$10.8M 1.19%
94,420
+20,974
35
$10.8M 1.19%
169,453
+27,924
36
$10.8M 1.18%
+99,647
37
$10.8M 1.18%
127,842
+6,478
38
$10.8M 1.18%
+262,398
39
$10.8M 1.18%
214,250
+71,203
40
$10.8M 1.18%
+186,024
41
$10.8M 1.18%
176,912
+19,066
42
$10.8M 1.18%
+112,952
43
$10.7M 1.18%
+241,129
44
$10.7M 1.18%
440,946
+119,756
45
$10.7M 1.18%
+168,579
46
$10.7M 1.17%
+242,509
47
$10.7M 1.17%
381,512
+51,249
48
$10.6M 1.17%
189,980
-175,905
49
$10.6M 1.17%
199,856
+69,170
50
$10.6M 1.17%
371,332
+77,759
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