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
TAP icon
351
Molson Coors Class B
TAP
$9.19B
$349K ﹤0.01%
7,712
+1,450
AMCR icon
352
Amcor
AMCR
$19.7B
$348K ﹤0.01%
42,570
+3,427
D icon
353
Dominion Energy
D
$53.6B
$346K ﹤0.01%
5,659
+180
CBRE icon
354
CBRE Group
CBRE
$48.2B
$333K ﹤0.01%
2,114
-147
RSG icon
355
Republic Services
RSG
$67.2B
$324K ﹤0.01%
1,412
+42
LYB icon
356
LyondellBasell Industries
LYB
$15.8B
$322K ﹤0.01%
6,574
+712
EW icon
357
Edwards Lifesciences
EW
$50.3B
$322K ﹤0.01%
4,136
+132
XYZ
358
Block Inc
XYZ
$40.6B
$321K ﹤0.01%
4,439
+138
OKE icon
359
Oneok
OKE
$45.8B
$317K ﹤0.01%
4,346
-1,574
AMP icon
360
Ameriprise Financial
AMP
$42.3B
$316K ﹤0.01%
644
+11
SLB icon
361
SLB Ltd
SLB
$54.1B
$315K ﹤0.01%
9,165
+288
TTWO icon
362
Take-Two Interactive
TTWO
$45.5B
$313K ﹤0.01%
1,212
+36
LKQ icon
363
LKQ Corp
LKQ
$7.6B
$313K ﹤0.01%
+10,246
CARR icon
364
Carrier Global
CARR
$46.2B
$307K ﹤0.01%
5,144
+156
DHI icon
365
D.R. Horton
DHI
$46.4B
$304K ﹤0.01%
1,796
+39
WBD icon
366
Warner Bros
WBD
$59.5B
$304K ﹤0.01%
15,559
+474
EMN icon
367
Eastman Chemical
EMN
$7.08B
$301K ﹤0.01%
+4,779
TRGP icon
368
Targa Resources
TRGP
$37.6B
$298K ﹤0.01%
1,780
+171
PSA icon
369
Public Storage
PSA
$48.2B
$298K ﹤0.01%
1,030
+30
AME icon
370
Ametek
AME
$45.6B
$294K ﹤0.01%
1,565
+48
GWW icon
371
W.W. Grainger
GWW
$45.1B
$293K ﹤0.01%
307
+6
KMB icon
372
Kimberly-Clark
KMB
$36.2B
$289K ﹤0.01%
2,325
+72
GRMN icon
373
Garmin
GRMN
$37.6B
$287K ﹤0.01%
1,166
+36
YUM icon
374
Yum! Brands
YUM
$42.5B
$280K ﹤0.01%
1,845
+54
VEEV icon
375
Veeva Systems
VEEV
$39.5B
$277K ﹤0.01%
931
+17