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

Top Sells

1
+$40.3M
2
+$25.7M
3
+$25.4M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$24.9M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$16.7M

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
JCI icon
326
Johnson Controls International
JCI
$71.1B
$427K 0.01%
3,885
+120
SWK icon
327
Stanley Black & Decker
SWK
$11.1B
$416K 0.01%
5,593
+301
TFC icon
328
Truist Financial
TFC
$59.5B
$412K 0.01%
9,012
+288
TRV icon
329
Travelers Companies
TRV
$65.3B
$409K 0.01%
1,465
+42
SPG icon
330
Simon Property Group
SPG
$60.8B
$408K 0.01%
2,175
+66
GLW icon
331
Corning
GLW
$72.2B
$402K 0.01%
4,906
+156
LULU icon
332
lululemon athletica
LULU
$21.8B
$399K 0.01%
2,243
-26
AXON icon
333
Axon Enterprise
AXON
$42.6B
$393K 0.01%
548
+12
CCEP icon
334
Coca-Cola Europacific Partners
CCEP
$41.2B
$391K 0.01%
4,326
-50
ALNY icon
335
Alnylam Pharmaceuticals
ALNY
$59.6B
$389K 0.01%
854
+24
PSX icon
336
Phillips 66
PSX
$55.2B
$388K 0.01%
2,851
+90
O icon
337
Realty Income
O
$53B
$385K 0.01%
6,331
+204
URI icon
338
United Rentals
URI
$51.9B
$377K 0.01%
395
+12
HLT icon
339
Hilton Worldwide
HLT
$66.3B
$377K 0.01%
1,453
+42
CTVA icon
340
Corteva
CTVA
$45.6B
$374K ﹤0.01%
5,529
+1,626
ALL icon
341
Allstate
ALL
$55.7B
$373K ﹤0.01%
1,739
+54
FCX icon
342
Freeport-McMoran
FCX
$61.7B
$373K ﹤0.01%
9,501
+306
KMI icon
343
Kinder Morgan
KMI
$60.8B
$371K ﹤0.01%
13,098
+420
AIG icon
344
American International
AIG
$41.1B
$370K ﹤0.01%
4,717
+138
AFL icon
345
Aflac
AFL
$57.8B
$370K ﹤0.01%
3,313
-2,180
SRE icon
346
Sempra
SRE
$61.8B
$370K ﹤0.01%
4,112
+132
CMI icon
347
Cummins
CMI
$68.7B
$365K ﹤0.01%
863
+24
MAA icon
348
Mid-America Apartment Communities
MAA
$15.9B
$354K ﹤0.01%
+2,533
APO icon
349
Apollo Global Management
APO
$76.5B
$353K ﹤0.01%
2,650
+44
LNG icon
350
Cheniere Energy
LNG
$44.9B
$350K ﹤0.01%
1,488
+48
12 13
14
15 16