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
101
– –
-3,282
102
– –
-6,591
103
– –
-43,861
104
– –
-164,868
105
– –
-51,769
106
– –
-9,271
107
– –
-165,929
108
– –
-182,268
109
– –
-209,959
1 2 3 4
5