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
BK icon
301
Bank of New York Mellon
BK
$78.2B
$511K 0.01%
4,691
+150
TDG icon
302
TransDigm Group
TDG
$76.6B
$506K 0.01%
384
+12
RBLX icon
303
Roblox
RBLX
$66.7B
$500K 0.01%
3,611
+566
RCL icon
304
Royal Caribbean
RCL
$72.6B
$494K 0.01%
1,526
+48
HWM icon
305
Howmet Aerospace
HWM
$82.3B
$490K 0.01%
2,499
+308
MCO icon
306
Moody's
MCO
$87.6B
$489K 0.01%
1,027
+30
MRP
307
Millrose Properties Inc
MRP
$5.06B
$474K 0.01%
14,091
-88
COR icon
308
Cencora
COR
$71.6B
$468K 0.01%
1,499
+37
CL icon
309
Colgate-Palmolive
CL
$64.8B
$468K 0.01%
5,857
+150
EMR icon
310
Emerson Electric
EMR
$74.9B
$468K 0.01%
3,568
+114
ZTS icon
311
Zoetis
ZTS
$56.5B
$461K 0.01%
3,153
+50
USB icon
312
US Bancorp
USB
$76.2B
$461K 0.01%
9,543
+300
NET icon
313
Cloudflare
NET
$70.1B
$460K 0.01%
2,142
+66
DLR icon
314
Digital Realty Trust
DLR
$55B
$459K 0.01%
2,655
+566
SNOW icon
315
Snowflake
SNOW
$85.1B
$458K 0.01%
2,031
+60
LHX icon
316
L3Harris
LHX
$52.1B
$457K 0.01%
1,496
+286
EOG icon
317
EOG Resources
EOG
$58.5B
$456K 0.01%
4,069
-2,967
BBY icon
318
Best Buy
BBY
$16.7B
$450K 0.01%
5,945
+510
DOW icon
319
Dow Inc
DOW
$17B
$443K 0.01%
19,325
+3,355
BDX icon
320
Becton Dickinson
BDX
$55.4B
$442K 0.01%
2,362
+72
IPG
321
DELISTED
Interpublic Group of Companies
IPG
$440K 0.01%
15,753
+1,787
AON icon
322
Aon
AON
$76.1B
$438K 0.01%
1,228
+14
COIN icon
323
Coinbase
COIN
$73.6B
$433K 0.01%
1,284
+36
ECL icon
324
Ecolab
ECL
$77.9B
$430K 0.01%
1,570
+48
CMG icon
325
Chipotle Mexican Grill
CMG
$45.6B
$429K 0.01%
10,944
+2,376