HCM
Howard Capital Management Portfolio holdings
AUM
$6.68B
1-Year Return
21.2%
This Quarter Return
+4.79%
1 Year Return
+21.2%
3 Year Return
+75.15%
5 Year Return
+127.24%
10 Year Return
–
AUM
$6.44B
AUM Growth
+$353M
(+5.8%)
Cap. Flow
+$104M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
61.18%
Holding
425
New
32
Increased
329
Reduced
35
Closed
18
Top Buys
| 1 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$154M |
| 2 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$58.1M |
| 3 |
iShares Bitcoin Trust
IBIT
|
$9.88M |
| 4 |
Microsoft
MSFT
|
$9M |
| 5 |
Apple
AAPL
|
$7.97M |
Top Sells
Sector Composition
| 1 | Technology | 7.59% |
| 2 | Consumer Discretionary | 2.35% |
| 3 | Communication Services | 2.28% |
| 4 | Financials | 1.17% |
| 5 | Healthcare | 1.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Cigna
CI
$81.5B
| $554K | 0.01% |
2,007
+89
| +5% | +$24.6K |
|
277
GE Vernova
GEV
$158B
| $552K | 0.01% |
1,678
+81
| +5% | +$26.6K |
|
278
Equinix
EQIX
$75.7B
| $549K | 0.01% |
582
+27
| +5% | +$25.5K |
|
279
Ford
F
$46.7B
| $535K | 0.01% |
54,077
+8,135
| +18% | +$80.5K |
|
280
Parker-Hannifin
PH
$96.1B
| $530K | 0.01% |
833
+33
| +4% | +$21K |
|
281
Trane Technologies
TT
$92.1B
| $527K | 0.01% |
+1,427
| New | +$527K |
|
282
Intercontinental Exchange
ICE
$99.8B
| $523K | 0.01% |
3,511
+180
| +5% | +$26.8K |
|
283
CME Group
CME
$94.4B
| $521K | 0.01% |
2,244
+153
| +7% | +$35.5K |
|
284
Amphenol
APH
$135B
| $518K | 0.01% |
7,458
+382
| +5% | +$26.5K |
|
285
Zoetis
ZTS
$67.9B
| $515K | 0.01% |
3,163
+277
| +10% | +$45.1K |
|
286
PNC Financial Services
PNC
$80.5B
| $515K | 0.01% |
2,670
+135
| +5% | +$26K |
|
287
Colgate-Palmolive
CL
$68.8B
| $506K | 0.01% |
5,569
+250
| +5% | +$22.7K |
|
288
Sherwin-Williams
SHW
$92.9B
| $506K | 0.01% |
1,489
+62
| +4% | +$21.1K |
|
289
McKesson
MCK
$85.5B
| $506K | 0.01% |
888
+39
| +5% | +$22.2K |
|
290
Dell
DELL
$84.4B
| $497K | 0.01% |
4,313
+2,619
| +155% | +$302K |
|
291
Illinois Tool Works
ITW
$77.6B
| $494K | 0.01% |
1,949
+99
| +5% | +$25.1K |
|
292
Motorola Solutions
MSI
$79.8B
| $487K | 0.01% |
1,054
+61
| +6% | +$28.2K |
|
293
Edison International
EIX
$21B
| $484K | 0.01% |
6,060
+554
| +10% | +$44.2K |
|
294
Moody's
MCO
$89.5B
| $475K | 0.01% |
1,003
+45
| +5% | +$21.3K |
|
295
HCA Healthcare
HCA
$98.5B
| $470K | 0.01% |
1,566
+72
| +5% | +$21.6K |
|
296
Chipotle Mexican Grill
CMG
$55.1B
| $467K | 0.01% |
7,743
+609
| +9% | +$36.7K |
|
297
Becton Dickinson
BDX
$55.1B
| $466K | 0.01% |
2,054
+103
| +5% | +$23.4K |
|
298
Emerson Electric
EMR
$74.6B
| $459K | 0.01% |
3,707
+189
| +5% | +$23.4K |
|
299
Regions Financial
RF
$24.1B
| $456K | 0.01% |
19,404
+1,880
| +11% | +$44.2K |
|
300
Apollo Global Management
APO
$75.3B
| $450K | 0.01% |
2,723
+210
| +8% | +$34.7K |
|