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
AJG icon
276
Arthur J. Gallagher & Co
AJG
$64.6B
$571K 0.01%
1,783
+296
TDG icon
277
TransDigm Group
TDG
$72.8B
$566K 0.01%
372
+134
BIIB icon
278
Biogen
BIIB
$21.9B
$558K 0.01%
4,442
+450
TT icon
279
Trane Technologies
TT
$96B
$556K 0.01%
1,272
+36
ES icon
280
Eversource Energy
ES
$27.4B
$553K 0.01%
8,693
+863
RF icon
281
Regions Financial
RF
$21.5B
$550K 0.01%
23,175
+2,798
LULU icon
282
lululemon athletica
LULU
$19.1B
$539K 0.01%
2,269
+109
CFG icon
283
Citizens Financial Group
CFG
$21.9B
$526K 0.01%
+11,758
NKE icon
284
Nike
NKE
$90.5B
$524K 0.01%
7,340
+183
CL icon
285
Colgate-Palmolive
CL
$61.7B
$519K 0.01%
5,707
+881
EQIX icon
286
Equinix
EQIX
$81.5B
$516K 0.01%
649
+144
MMM icon
287
3M
MMM
$85.3B
$516K 0.01%
3,391
+366
SHW icon
288
Sherwin-Williams
SHW
$85B
$513K 0.01%
1,494
+183
HCA icon
289
HCA Healthcare
HCA
$108B
$509K 0.01%
1,330
-186
MCO icon
290
Moody's
MCO
$87B
$500K 0.01%
997
+130
MSI icon
291
Motorola Solutions
MSI
$65.7B
$492K 0.01%
1,167
+236
NOC icon
292
Northrop Grumman
NOC
$82.4B
$486K 0.01%
973
+144
TROW icon
293
T. Rowe Price
TROW
$22.1B
$484K 0.01%
+5,016
ZTS icon
294
Zoetis
ZTS
$55.2B
$484K 0.01%
3,103
+323
OKE icon
295
Oneok
OKE
$40.5B
$483K 0.01%
5,920
+775
ITW icon
296
Illinois Tool Works
ITW
$71.1B
$483K 0.01%
1,941
+252
PNC icon
297
PNC Financial Services
PNC
$71.8B
$481K 0.01%
2,582
+270
CMG icon
298
Chipotle Mexican Grill
CMG
$42B
$481K 0.01%
8,568
+1,832
JVAL icon
299
JPMorgan US Value Factor ETF
JVAL
$555M
$476K 0.01%
10,763
DVN icon
300
Devon Energy
DVN
$20.7B
$470K 0.01%
14,768
+1,759