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
SNOW icon
326
Snowflake
SNOW
$57.6B
$448K 0.01%
2,041
+10
TFC icon
327
Truist Financial
TFC
$62.3B
$446K 0.01%
9,060
+48
AON icon
328
Aon
AON
$71.9B
$443K 0.01%
1,256
+28
CMI icon
329
Cummins
CMI
$80.7B
$443K 0.01%
867
+4
LHX icon
330
L3Harris
LHX
$68.1B
$441K 0.01%
1,502
+6
GLW icon
331
Corning
GLW
$129B
$432K 0.01%
4,932
+26
TRV icon
332
Travelers Companies
TRV
$66.7B
$427K 0.01%
1,472
+7
NET icon
333
Cloudflare
NET
$60.6B
$424K 0.01%
2,153
+11
HLT icon
334
Hilton Worldwide
HLT
$71.5B
$419K 0.01%
1,460
+7
ECL icon
335
Ecolab
ECL
$86.9B
$414K 0.01%
1,578
+8
MRP
336
Millrose Properties Inc
MRP
$5.21B
$409K 0.01%
13,688
-403
DLR icon
337
Digital Realty Trust
DLR
$60.9B
$408K 0.01%
2,635
-20
AIG icon
338
American International
AIG
$43.2B
$406K 0.01%
4,740
+23
SPG icon
339
Simon Property Group
SPG
$66.3B
$405K 0.01%
2,186
+11
CCEP icon
340
Coca-Cola Europacific Partners
CCEP
$49.5B
$404K 0.01%
4,451
+125
ZTS icon
341
Zoetis
ZTS
$55.3B
$399K 0.01%
3,169
+16
MAGS icon
342
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.48B
$386K 0.01%
+5,848
APO icon
343
Apollo Global Management
APO
$60.6B
$386K 0.01%
2,664
+14
CTVA icon
344
Corteva
CTVA
$53.9B
$372K ﹤0.01%
5,550
+21
PSX icon
345
Phillips 66
PSX
$62.2B
$370K ﹤0.01%
2,866
+15
O icon
346
Realty Income
O
$61.5B
$369K ﹤0.01%
6,541
+210
AFL icon
347
Aflac
AFL
$58.6B
$367K ﹤0.01%
3,330
+17
SRE icon
348
Sempra
SRE
$62.8B
$365K ﹤0.01%
4,134
+22
ALL icon
349
Allstate
ALL
$55.8B
$364K ﹤0.01%
1,748
+9
KMI icon
350
Kinder Morgan
KMI
$74B
$362K ﹤0.01%
13,168
+70