HCM

Howard Capital Management Portfolio holdings

AUM $7.72B
1-Year Est. Return 27.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.81%
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
+$12M
2
+$11.4M
3
+$11.4M
4
WDC icon
Western Digital
WDC
+$11.4M
5
MET icon
MetLife
MET
+$11.3M

Top Sells

1
+$13.1M
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
76
– –
-231,836
77
– –
-192,822
78
– –
-8,745
79
– –
-6,591
80
– –
-629,026
81
– –
-6,463
82
– –
-158,664
83
– –
-112,298
84
– –
-4,255
85
– –
-16,194
86
– –
-13,602
87
– –
-8,572
88
– –
-5,519
89
– –
-231,692
90
– –
-5,432
91
– –
-10,276
92
– –
-3,661
93
– –
-6,842
94
– –
-4,589
95
– –
-98,783
96
– –
-329,776
97
– –
-15,100
98
– –
-3,282
99
– –
-43,861
100
– –
-164,868
1 2 3
4
5