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 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
D icon
351
Dominion Energy
D
$50.7B
$310K ﹤0.01%
5,479
+533
SRE icon
352
Sempra
SRE
$60.3B
$304K ﹤0.01%
3,980
+399
LHX icon
353
L3Harris
LHX
$54.5B
$304K ﹤0.01%
1,210
+109
SLB icon
354
SLB Ltd
SLB
$54B
$303K ﹤0.01%
8,877
+906
TAP icon
355
Molson Coors Class B
TAP
$8.63B
$301K ﹤0.01%
+6,262
PSA icon
356
Public Storage
PSA
$48.4B
$293K ﹤0.01%
1,000
+94
KMB icon
357
Kimberly-Clark
KMB
$33.4B
$293K ﹤0.01%
2,253
+416
XYZ
358
Block Inc
XYZ
$44.2B
$292K ﹤0.01%
+4,301
CTVA icon
359
Corteva
CTVA
$42.4B
$291K ﹤0.01%
3,903
-561
URI icon
360
United Rentals
URI
$54.3B
$289K ﹤0.01%
383
+27
TTWO icon
361
Take-Two Interactive
TTWO
$46.6B
$286K ﹤0.01%
1,176
+202
TRGP icon
362
Targa Resources
TRGP
$33.3B
$280K ﹤0.01%
1,609
+309
CMI icon
363
Cummins
CMI
$59.1B
$275K ﹤0.01%
839
+71
AME icon
364
Ametek
AME
$45.6B
$275K ﹤0.01%
1,517
+216
HES
365
DELISTED
Hess
HES
$273K ﹤0.01%
1,971
+403
ALNY icon
366
Alnylam Pharmaceuticals
ALNY
$55.9B
$271K ﹤0.01%
+830
FIS icon
367
Fidelity National Information Services
FIS
$33B
$270K ﹤0.01%
3,315
+64
MSCI icon
368
MSCI
MSCI
$43.2B
$268K ﹤0.01%
464
+47
NDAQ icon
369
Nasdaq
NDAQ
$49B
$267K ﹤0.01%
+2,981
YUM icon
370
Yum! Brands
YUM
$41.5B
$265K ﹤0.01%
1,791
+189
OTIS icon
371
Otis Worldwide
OTIS
$35.3B
$264K ﹤0.01%
2,662
+285
VEEV icon
372
Veeva Systems
VEEV
$48.1B
$263K ﹤0.01%
914
-99
KVUE icon
373
Kenvue
KVUE
$30.6B
$263K ﹤0.01%
12,543
+2,404
FICO icon
374
Fair Isaac
FICO
$38.6B
$252K ﹤0.01%
138
+25
GLW icon
375
Corning
GLW
$73.1B
$250K ﹤0.01%
+4,750