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
51
$10.6M 1.16%
+178,425
52
$10.6M 1.16%
198,286
-132,241
53
$10.6M 1.16%
958,657
-1,148,230
54
$10.6M 1.16%
+461,003
55
$10.6M 1.16%
+269,133
56
$10.5M 1.15%
803,005
-24,100
57
$10.5M 1.15%
97,982
+14,870
58
$10.4M 1.14%
+153,328
59
$10.4M 1.14%
97,062
-2,410
60
$10.1M 1.11%
+388,864
61
$9.49M 1.04%
+362,889
62
$9.47M 1.04%
202,424
63
$6.49M 0.71%
+154,676
64
$6.3M 0.69%
17,385
-2,290
65
$4.93M 0.54%
+30,662
66
$3.46M 0.38%
+72,412
67
$3.17M 0.35%
+80,905
68
$1.23M 0.13%
7,447
-1,763
69
$301K 0.03%
8,460
+535
70
$254K 0.03%
2,181
-965
71
$227K 0.02%
820
72
– –
-5,432
73
– –
-10,276
74
– –
-231,836
75
– –
-3,661
1 2
3
4 5