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 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
DXCM icon
251
DexCom
DXCM
$25.8B
$780K 0.01%
8,934
-534
APH icon
252
Amphenol
APH
$166B
$738K 0.01%
7,461
+997
BX icon
253
Blackstone
BX
$117B
$736K 0.01%
4,918
+907
FISV
254
Fiserv Inc
FISV
$36.5B
$732K 0.01%
4,248
+765
CME icon
255
CME Group
CME
$97B
$727K 0.01%
2,638
+689
F icon
256
Ford
F
$53.7B
$674K 0.01%
62,097
+5,692
DELL icon
257
Dell
DELL
$83.8B
$668K 0.01%
5,452
+954
FDX icon
258
FedEx
FDX
$67.9B
$666K 0.01%
2,913
+1,636
HYMB icon
259
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.85B
$663K 0.01%
26,775
+3,125
PLD icon
260
Prologis
PLD
$118B
$653K 0.01%
6,213
+742
TGT icon
261
Target
TGT
$44.4B
$650K 0.01%
6,591
+3,908
ANET icon
262
Arista Networks
ANET
$165B
$650K 0.01%
6,350
+969
ELV icon
263
Elevance Health
ELV
$75.7B
$645K 0.01%
1,659
+341
WELL icon
264
Welltower
WELL
$128B
$632K 0.01%
4,114
+1,130
MCK icon
265
McKesson
MCK
$101B
$629K 0.01%
858
+88
DUK icon
266
Duke Energy
DUK
$89.9B
$627K 0.01%
5,315
+590
ICE icon
267
Intercontinental Exchange
ICE
$91.4B
$624K 0.01%
3,401
+359
ICLO icon
268
Invesco AAA CLO Floating Rate Note ETF
ICLO
$414M
$620K 0.01%
+24,262
PRU icon
269
Prudential Financial
PRU
$40.2B
$617K 0.01%
5,739
+3,612
CI icon
270
Cigna
CI
$72.6B
$604K 0.01%
1,826
+84
PH icon
271
Parker-Hannifin
PH
$110B
$595K 0.01%
852
+96
DASH icon
272
DoorDash
DASH
$101B
$583K 0.01%
2,365
+772
STX icon
273
Seagate
STX
$64.6B
$582K 0.01%
4,015
+597
AFL icon
274
Aflac
AFL
$57.8B
$579K 0.01%
5,493
+166
KKR icon
275
KKR & Co
KKR
$116B
$573K 0.01%
4,310
+756