HCM

Howard Capital Management Portfolio holdings

AUM $6.68B
1-Year Est. Return 21.2%
This Quarter Est. Return
1 Year Est. Return
+21.2%
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
1
$71M 7.78%
3,023,756
+404,436
2
$49.5M 5.43%
858,436
+45,444
3
$46.7M 5.11%
278,039
+10,717
4
$43M 4.71%
1,459,960
+436,044
5
$25.5M 2.79%
472,337
+133,369
6
$24.1M 2.64%
113,712
7
$16.9M 1.85%
197,662
+64,556
8
$16.9M 1.85%
94,482
-10,009
9
$16.3M 1.79%
387,260
10
$15.1M 1.65%
139,738
-800
11
$11.6M 1.28%
150,089
-117,238
12
$11.6M 1.27%
579,246
+55,014
13
$11.5M 1.26%
420,793
14
$11.3M 1.24%
+108,494
15
$11.2M 1.22%
57,591
-49,725
16
$11.2M 1.22%
+79,856
17
$11.1M 1.22%
+163,887
18
$11.1M 1.22%
+190,681
19
$11.1M 1.21%
79,153
+18,516
20
$11.1M 1.21%
187,673
-19,922
21
$11M 1.21%
+184,455
22
$11M 1.21%
189,903
+59,405
23
$11M 1.21%
457,666
+119,536
24
$11M 1.21%
133,151
+22,527
25
$11M 1.2%
337,713
+30,904
1
2 3 4 5