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

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
ICE icon
276
Intercontinental Exchange
ICE
$89.7B
$591K 0.01%
3,509
+108
FISV
277
Fiserv Inc
FISV
$33.1B
$588K 0.01%
4,564
+316
GD icon
278
General Dynamics
GD
$92.3B
$584K 0.01%
1,712
+292
HCA icon
279
HCA Healthcare
HCA
$116B
$582K 0.01%
1,366
+36
TTD icon
280
Trade Desk
TTD
$19.1B
$582K 0.01%
11,875
-14
KKR icon
281
KKR & Co
KKR
$109B
$578K 0.01%
4,448
+138
HAL icon
282
Halliburton
HAL
$22.1B
$576K 0.01%
+23,425
CRH icon
283
CRH
CRH
$80.3B
$568K 0.01%
+4,741
AJG icon
284
Arthur J. Gallagher & Co
AJG
$63.6B
$562K 0.01%
1,816
+33
TROW icon
285
T. Rowe Price
TROW
$22.3B
$552K 0.01%
5,382
+366
TT icon
286
Trane Technologies
TT
$93.5B
$549K 0.01%
1,302
+30
DVN icon
287
Devon Energy
DVN
$23.2B
$548K 0.01%
15,629
+861
MSI icon
288
Motorola Solutions
MSI
$61.6B
$548K 0.01%
1,198
+31
MMM icon
289
3M
MMM
$91.4B
$543K 0.01%
3,500
+109
WMB icon
290
Williams Companies
WMB
$74.4B
$542K 0.01%
8,556
-4,159
BOXX icon
291
Alpha Architect 1-3 Month Box ETF
BOXX
$9.01B
$538K 0.01%
+4,729
PNC icon
292
PNC Financial Services
PNC
$74.8B
$536K 0.01%
2,666
+84
EIX icon
293
Edison International
EIX
$22.7B
$533K 0.01%
9,636
+1,251
SHW icon
294
Sherwin-Williams
SHW
$85.2B
$532K 0.01%
1,535
+41
NKE icon
295
Nike
NKE
$95.5B
$529K 0.01%
7,580
+240
OMC icon
296
Omnicom Group
OMC
$22.7B
$524K 0.01%
6,433
+839
ITW icon
297
Illinois Tool Works
ITW
$72.3B
$522K 0.01%
2,001
+60
EQIX icon
298
Equinix
EQIX
$74B
$520K 0.01%
664
+15
NSC icon
299
Norfolk Southern
NSC
$65.5B
$512K 0.01%
1,703
+48
JVAL icon
300
JPMorgan US Value Factor ETF
JVAL
$562M
$511K 0.01%
10,763