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
101
– –
-9,271
102
– –
-165,929
103
– –
-182,268
104
– –
-209,959
105
– –
-158,921
106
– –
-12,867
107
– –
-357,598
108
– –
-267,715
109
– –
-51,769
1 2 3 4
5