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
F icon
251
Ford
F
$52.9B
$773K 0.01%
64,670
+2,573
UPS icon
252
United Parcel Service
UPS
$81.3B
$773K 0.01%
9,254
+856
MMC icon
253
Marsh & McLennan
MMC
$89.9B
$764K 0.01%
3,793
+104
WELL icon
254
Welltower
WELL
$143B
$756K 0.01%
4,247
+133
FDX icon
255
FedEx
FDX
$65B
$743K 0.01%
3,152
+239
CME icon
256
CME Group
CME
$101B
$735K 0.01%
2,722
+84
MCK icon
257
McKesson
MCK
$109B
$725K 0.01%
939
+81
CHTR icon
258
Charter Communications
CHTR
$25.9B
$705K 0.01%
2,561
-4
ODFL icon
259
Old Dominion Freight Line
ODFL
$28.3B
$674K 0.01%
4,787
-21
ELV icon
260
Elevance Health
ELV
$75.2B
$667K 0.01%
2,063
+404
HYMB icon
261
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.83B
$665K 0.01%
26,689
-86
PH icon
262
Parker-Hannifin
PH
$109B
$664K 0.01%
876
+24
TGT icon
263
Target
TGT
$41B
$657K 0.01%
7,330
+739
PRU icon
264
Prudential Financial
PRU
$37.9B
$653K 0.01%
6,299
+560
WM icon
265
Waste Management
WM
$87.8B
$649K 0.01%
2,941
-646
CFG icon
266
Citizens Financial Group
CFG
$23.2B
$645K 0.01%
12,136
+378
ES icon
267
Eversource Energy
ES
$25.2B
$642K 0.01%
9,024
+331
NEM icon
268
Newmont
NEM
$99B
$637K 0.01%
7,556
+240
RF icon
269
Regions Financial
RF
$22.3B
$626K 0.01%
23,739
+564
APD icon
270
Air Products & Chemicals
APD
$58.1B
$611K 0.01%
2,242
+798
NOC icon
271
Northrop Grumman
NOC
$81.7B
$611K 0.01%
1,003
+30
CVS icon
272
CVS Health
CVS
$102B
$603K 0.01%
8,003
-6,739
DXCM icon
273
DexCom
DXCM
$24.8B
$600K 0.01%
8,922
-12
FE icon
274
FirstEnergy
FE
$27.6B
$594K 0.01%
+12,962
CI icon
275
Cigna
CI
$74.1B
$594K 0.01%
2,060
+234
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11
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