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 Buys

1
+$752M
2
+$682M
3
+$370M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$293M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$109M

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
HAS icon
326
Hasbro
HAS
$11.5B
$386K 0.01%
+5,222
TRV icon
327
Travelers Companies
TRV
$65.3B
$382K 0.01%
1,423
+94
HLT icon
328
Hilton Worldwide
HLT
$67.9B
$376K 0.01%
1,411
+29
TFC icon
329
Truist Financial
TFC
$64.1B
$375K 0.01%
8,724
+1,084
KMI icon
330
Kinder Morgan
KMI
$58.9B
$373K 0.01%
12,678
+759
APO icon
331
Apollo Global Management
APO
$84.9B
$370K 0.01%
2,606
+257
BBY icon
332
Best Buy
BBY
$15.1B
$369K 0.01%
5,435
+1,171
CARR icon
333
Carrier Global
CARR
$45.3B
$365K 0.01%
4,988
-45
DLR icon
334
Digital Realty Trust
DLR
$51.5B
$364K 0.01%
2,089
+321
AMCR icon
335
Amcor
AMCR
$19.1B
$360K 0.01%
39,143
+4,635
SWK icon
336
Stanley Black & Decker
SWK
$11.3B
$359K 0.01%
5,292
+480
O icon
337
Realty Income
O
$51.8B
$353K 0.01%
6,127
+2,163
LNG icon
338
Cheniere Energy
LNG
$40.8B
$351K 0.01%
1,440
+158
IPG
339
DELISTED
Interpublic Group of Companies
IPG
$342K 0.01%
13,966
+2,157
ALL icon
340
Allstate
ALL
$53.6B
$341K 0.01%
1,685
+175
LYB icon
341
LyondellBasell Industries
LYB
$13.9B
$339K 0.01%
5,862
+1,402
SPG icon
342
Simon Property Group
SPG
$60.4B
$339K 0.01%
2,109
+187
RSG icon
343
Republic Services
RSG
$66B
$338K 0.01%
1,370
+302
AMP icon
344
Ameriprise Financial
AMP
$45.4B
$338K 0.01%
633
+62
PSX icon
345
Phillips 66
PSX
$51.9B
$329K ﹤0.01%
2,761
+299
RBLX icon
346
Roblox
RBLX
$57.5B
$320K ﹤0.01%
+3,045
CBRE icon
347
CBRE Group
CBRE
$48.1B
$317K ﹤0.01%
2,261
+156
EW icon
348
Edwards Lifesciences
EW
$49.7B
$313K ﹤0.01%
4,004
+532
GWW icon
349
W.W. Grainger
GWW
$48.7B
$313K ﹤0.01%
301
+83
PNW icon
350
Pinnacle West Capital
PNW
$10.4B
$312K ﹤0.01%
+3,492
12 13
14
15 16