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
$6.68B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$752M
2
+$682M
3
+$370M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$293M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$109M

Top Sells

1
+$126M
2
+$33.8M
3
+$25.5M
4
MSFT icon
Microsoft
MSFT
+$11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.14M

Sector Composition

1 Technology 7.77%
2 Communication Services 2.68%
3 Consumer Discretionary 2.18%
4 Financials 1.21%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHW icon
226
Charles Schwab
SCHW
$170B
$990K 0.01%
10,849
+2,812
EA icon
227
Electronic Arts
EA
$50.1B
$980K 0.01%
6,137
-316
XLP icon
228
Consumers Staples Select Sector SPDR Fund
XLP
$14.9B
$979K 0.01%
+12,085
LOW icon
229
Lowe's Companies
LOW
$133B
$978K 0.01%
4,410
+890
DHR icon
230
Danaher
DHR
$151B
$974K 0.01%
4,932
+1,020
EBAY icon
231
eBay
EBAY
$36.9B
$958K 0.01%
12,872
-947
GEHC icon
232
GE HealthCare
GEHC
$33.8B
$945K 0.01%
12,753
+3,485
IYW icon
233
iShares US Technology ETF
IYW
$22.9B
$927K 0.01%
5,349
-5,649
SYK icon
234
Stryker
SYK
$139B
$911K 0.01%
2,302
+386
DE icon
235
Deere & Co
DE
$127B
$903K 0.01%
1,776
+279
LMT icon
236
Lockheed Martin
LMT
$112B
$900K 0.01%
1,944
-1,579
KHC icon
237
Kraft Heinz
KHC
$28.6B
$894K 0.01%
34,620
+4,231
COF icon
238
Capital One
COF
$140B
$871K 0.01%
4,092
+1,943
HYHG icon
239
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$166M
$863K 0.01%
13,313
+654
HYZD icon
240
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$186M
$859K 0.01%
38,354
+1,908
TTD icon
241
Trade Desk
TTD
$23.1B
$856K 0.01%
11,889
-1,616
MDT icon
242
Medtronic
MDT
$116B
$851K 0.01%
9,766
+1,810
UPS icon
243
United Parcel Service
UPS
$79B
$848K 0.01%
8,398
+1,461
EOG icon
244
EOG Resources
EOG
$57.5B
$842K 0.01%
7,036
+1,194
WM icon
245
Waste Management
WM
$80.8B
$821K 0.01%
3,587
+293
MMC icon
246
Marsh & McLennan
MMC
$88.4B
$807K 0.01%
3,689
+934
SO icon
247
Southern Company
SO
$102B
$801K 0.01%
8,725
+1,966
ANSS
248
DELISTED
Ansys
ANSS
$800K 0.01%
2,278
+221
WMB icon
249
Williams Companies
WMB
$69B
$799K 0.01%
12,715
+1,167
ODFL icon
250
Old Dominion Freight Line
ODFL
$29.7B
$780K 0.01%
4,808
+56
8 9
10
11 12