HCM

Howard Capital Management Portfolio holdings

AUM $7.72B
1-Year Est. Return 27.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.72B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$15M
3 +$10.8M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$9.5M

Top Sells

1 +$40.5M
2 +$33.4M
3 +$21M
4
QLD icon
ProShares Ultra QQQ
QLD
+$20.7M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$18.8M

Sector Composition

1 Technology 8.56%
2 Communication Services 2.58%
3 Consumer Discretionary 2.53%
4 Financials 1.24%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EQIX icon
301
Equinix
EQIX
$95.7B
$552K 0.01%
721
+57
CHTR icon
302
Charter Communications
CHTR
$29.7B
$547K 0.01%
2,619
+58
JVAL icon
303
JPMorgan US Value Factor ETF
JVAL
$695M
$528K 0.01%
10,763
MCO icon
304
Moody's
MCO
$84.7B
$527K 0.01%
1,032
+5
WMB icon
305
Williams Companies
WMB
$91.3B
$517K 0.01%
8,602
+46
HWM icon
306
Howmet Aerospace
HWM
$105B
$515K 0.01%
2,511
+12
TDG icon
307
TransDigm Group
TDG
$73.6B
$513K 0.01%
386
+2
VOT icon
308
Vanguard Mid-Cap Growth ETF
VOT
$18B
$510K 0.01%
+1,828
COR icon
309
Cencora
COR
$72.4B
$508K 0.01%
1,505
+6
SHW icon
310
Sherwin-Williams
SHW
$89.8B
$500K 0.01%
1,543
+8
ITW icon
311
Illinois Tool Works
ITW
$83.8B
$495K 0.01%
2,011
+10
NSC icon
312
Norfolk Southern
NSC
$70.7B
$494K 0.01%
1,711
+8
OMC icon
313
Omnicom Group
OMC
$26.5B
$490K 0.01%
6,066
-367
SPMO icon
314
Invesco S&P 500 Momentum ETF
SPMO
$13.4B
$488K 0.01%
+4,091
NKE icon
315
Nike
NKE
$92.1B
$485K 0.01%
7,620
+40
FCX icon
316
Freeport-McMoran
FCX
$97.8B
$485K 0.01%
9,552
+51
EMR icon
317
Emerson Electric
EMR
$84.7B
$476K 0.01%
3,587
+19
AJG icon
318
Arthur J. Gallagher & Co
AJG
$58.7B
$472K 0.01%
1,824
+8
JCI icon
319
Johnson Controls International
JCI
$88.3B
$468K 0.01%
3,905
+20
CL icon
320
Colgate-Palmolive
CL
$79.5B
$465K 0.01%
5,888
+31
MSI icon
321
Motorola Solutions
MSI
$79.9B
$462K 0.01%
1,204
+6
TTD icon
322
Trade Desk
TTD
$11.5B
$461K 0.01%
12,150
+275
BDX icon
323
Becton Dickinson
BDX
$50.2B
$461K 0.01%
2,374
+12
RCL icon
324
Royal Caribbean
RCL
$84.1B
$456K 0.01%
1,635
+109
WBD icon
325
Warner Bros
WBD
$69.9B
$451K 0.01%
15,638
+79