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
CAH icon
376
Cardinal Health
CAH
$46.4B
$244K ﹤0.01%
+1,454
ED icon
377
Consolidated Edison
ED
$35.3B
$240K ﹤0.01%
2,393
+533
GRMN icon
378
Garmin
GRMN
$39.5B
$236K ﹤0.01%
1,130
+182
RMD icon
379
ResMed
RMD
$36B
$234K ﹤0.01%
+907
A icon
380
Agilent Technologies
A
$41.4B
$232K ﹤0.01%
1,970
+142
VGT icon
381
Vanguard Information Technology ETF
VGT
$112B
$231K ﹤0.01%
+348
VRT icon
382
Vertiv
VRT
$69.1B
$229K ﹤0.01%
+1,783
SYY icon
383
Sysco
SYY
$35B
$228K ﹤0.01%
3,005
+86
DHI icon
384
D.R. Horton
DHI
$42.9B
$227K ﹤0.01%
1,757
-346
IR icon
385
Ingersoll Rand
IR
$30.5B
$226K ﹤0.01%
+2,723
MLM icon
386
Martin Marietta Materials
MLM
$37.7B
$226K ﹤0.01%
+411
HIG icon
387
Hartford Financial Services
HIG
$35.8B
$225K ﹤0.01%
1,768
-200
VICI icon
388
VICI Properties
VICI
$32.3B
$225K ﹤0.01%
+6,814
OXY icon
389
Occidental Petroleum
OXY
$39.5B
$221K ﹤0.01%
+5,240
BNTX icon
390
BioNTech
BNTX
$25.2B
$221K ﹤0.01%
+2,079
VOX icon
391
Vanguard Communication Services ETF
VOX
$5.62B
$212K ﹤0.01%
+1,238
WTW icon
392
Willis Towers Watson
WTW
$30.9B
$211K ﹤0.01%
+686
IT icon
393
Gartner
IT
$17.2B
$210K ﹤0.01%
+520
PCG icon
394
PG&E
PCG
$35.5B
$210K ﹤0.01%
15,011
-49,267
VMC icon
395
Vulcan Materials
VMC
$38.6B
$209K ﹤0.01%
+801
WEC icon
396
WEC Energy
WEC
$36.4B
$208K ﹤0.01%
+1,992
ACGL icon
397
Arch Capital
ACGL
$32.1B
$207K ﹤0.01%
+2,277
EFX icon
398
Equifax
EFX
$25.5B
$205K ﹤0.01%
+791
VFH icon
399
Vanguard Financials ETF
VFH
$12.6B
$205K ﹤0.01%
+1,608
GIS icon
400
General Mills
GIS
$24.7B
$204K ﹤0.01%
3,928
+534
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