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
YUM icon
376
Yum! Brands
YUM
$44.1B
$280K ﹤0.01%
1,854
+9
A icon
377
Agilent Technologies
A
$33.4B
$278K ﹤0.01%
2,040
+10
VOE icon
378
Vanguard Mid-Cap Value ETF
VOE
$22B
$276K ﹤0.01%
+1,554
CARR icon
379
Carrier Global
CARR
$49.9B
$273K ﹤0.01%
5,170
+26
MSCI icon
380
MSCI
MSCI
$41.3B
$273K ﹤0.01%
475
+2
PSA icon
381
Public Storage
PSA
$53B
$269K ﹤0.01%
1,035
+5
WEC icon
382
WEC Energy
WEC
$37.9B
$263K ﹤0.01%
2,490
+432
VGT icon
383
Vanguard Information Technology ETF
VGT
$119B
$262K ﹤0.01%
348
MLM icon
384
Martin Marietta Materials
MLM
$36.7B
$262K ﹤0.01%
421
+2
IQV icon
385
IQVIA
IQV
$28.9B
$261K ﹤0.01%
1,158
+6
DHI icon
386
D.R. Horton
DHI
$41.5B
$260K ﹤0.01%
1,805
+9
EXPE icon
387
Expedia Group
EXPE
$31.2B
$256K ﹤0.01%
+904
PCG icon
388
PG&E
PCG
$38.3B
$251K ﹤0.01%
15,592
+83
ED icon
389
Consolidated Edison
ED
$40.7B
$247K ﹤0.01%
2,484
+13
STT icon
390
State Street
STT
$39.3B
$246K ﹤0.01%
1,904
+10
MPWR icon
391
Monolithic Power Systems
MPWR
$68.9B
$245K ﹤0.01%
270
+1
WTW icon
392
Willis Towers Watson
WTW
$27.9B
$244K ﹤0.01%
744
+40
IWB icon
393
iShares Russell 1000 ETF
IWB
$45.6B
$243K ﹤0.01%
652
-23
DIA icon
394
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.9B
$242K ﹤0.01%
504
+62
SCHB icon
395
Schwab US Broad Market ETF
SCHB
$39.9B
$242K ﹤0.01%
+9,231
OTIS icon
396
Otis Worldwide
OTIS
$31.4B
$241K ﹤0.01%
2,760
+14
VOX icon
397
Vanguard Communication Services ETF
VOX
$6.02B
$240K ﹤0.01%
1,238
SOLS
398
Solstice Advanced Materials
SOLS
$12.7B
$240K ﹤0.01%
+4,933
KEYS icon
399
Keysight
KEYS
$56.6B
$238K ﹤0.01%
1,171
+6
GRMN icon
400
Garmin
GRMN
$50.9B
$238K ﹤0.01%
1,172
+6
14 15
16
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