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
$7.57B
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$49.2M
3
+$30.3M
4
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$21.5M
5
AAPL icon
Apple
AAPL
+$10.5M

Top Sells

1
+$40.3M
2
+$25.7M
3
+$25.4M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$24.9M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$16.7M

Sector Composition

1 Technology 7.94%
2 Communication Services 2.7%
3 Consumer Discretionary 2.34%
4 Financials 1.14%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNP icon
226
Union Pacific
UNP
$138B
$1.07M 0.01%
4,517
+112
IYW icon
227
iShares US Technology ETF
IYW
$21B
$1.06M 0.01%
5,403
+54
CSGP icon
228
CoStar Group
CSGP
$29.2B
$1.05M 0.01%
12,472
-52
XLU icon
229
Utilities Select Sector SPDR Fund
XLU
$22.4B
$1.04M 0.01%
11,945
-319
LMT icon
230
Lockheed Martin
LMT
$106B
$1.01M 0.01%
2,026
+82
ANET icon
231
Arista Networks
ANET
$165B
$996K 0.01%
6,836
+486
DHR icon
232
Danaher
DHR
$160B
$996K 0.01%
5,023
+91
MDT icon
233
Medtronic
MDT
$135B
$961K 0.01%
10,090
+324
GEHC icon
234
GE HealthCare
GEHC
$36.4B
$957K 0.01%
12,737
-16
PLD icon
235
Prologis
PLD
$119B
$954K 0.01%
8,329
+2,116
APH icon
236
Amphenol
APH
$172B
$954K 0.01%
7,707
+246
TEAM icon
237
Atlassian
TEAM
$39.3B
$954K 0.01%
5,972
-20
XLP icon
238
Consumers Staples Select Sector SPDR Fund
XLP
$15.3B
$950K 0.01%
12,118
+33
KHC icon
239
Kraft Heinz
KHC
$30.2B
$941K 0.01%
36,145
+1,525
MCHP icon
240
Microchip Technology
MCHP
$29B
$927K 0.01%
14,435
-12
VRSK icon
241
Verisk Analytics
VRSK
$31.4B
$926K 0.01%
3,682
-109
COF icon
242
Capital One
COF
$139B
$898K 0.01%
4,224
+132
BX icon
243
Blackstone
BX
$113B
$866K 0.01%
5,070
+152
CB icon
244
Chubb
CB
$117B
$864K 0.01%
3,060
-544
SYK icon
245
Stryker
SYK
$142B
$854K 0.01%
2,310
+8
DE icon
246
Deere & Co
DE
$126B
$837K 0.01%
1,830
+54
KDP icon
247
Keurig Dr Pepper
KDP
$37.9B
$819K 0.01%
32,102
-73,640
DUK icon
248
Duke Energy
DUK
$96.4B
$814K 0.01%
6,577
+1,262
SO icon
249
Southern Company
SO
$100B
$811K 0.01%
8,561
-164
DELL icon
250
Dell
DELL
$89.4B
$795K 0.01%
5,605
+153
8 9
10
11 12