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
$7.57B
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

Top Sells

1
+$40.3M
2
+$25.7M
3
+$25.4M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$24.9M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$16.7M

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
VRT icon
376
Vertiv
VRT
$74.1B
$277K ﹤0.01%
1,837
+54
HIG icon
377
Hartford Financial Services
HIG
$36.4B
$270K ﹤0.01%
2,027
+259
NDAQ icon
378
Nasdaq
NDAQ
$56.4B
$269K ﹤0.01%
3,037
+56
MSCI icon
379
MSCI
MSCI
$46.2B
$268K ﹤0.01%
473
+9
MLM icon
380
Martin Marietta Materials
MLM
$39.2B
$264K ﹤0.01%
419
+8
A icon
381
Agilent Technologies
A
$38B
$261K ﹤0.01%
2,030
+60
VGT icon
382
Vanguard Information Technology ETF
VGT
$116B
$260K ﹤0.01%
348
OXY icon
383
Occidental Petroleum
OXY
$44.2B
$256K ﹤0.01%
5,414
+174
SYY icon
384
Sysco
SYY
$40B
$255K ﹤0.01%
3,101
+96
RMD icon
385
ResMed
RMD
$37.6B
$255K ﹤0.01%
931
+24
VMC icon
386
Vulcan Materials
VMC
$39.6B
$254K ﹤0.01%
825
+24
OTIS icon
387
Otis Worldwide
OTIS
$34.5B
$251K ﹤0.01%
2,746
+84
ED icon
388
Consolidated Edison
ED
$38B
$248K ﹤0.01%
2,471
+78
MPWR icon
389
Monolithic Power Systems
MPWR
$55.7B
$248K ﹤0.01%
+269
IWB icon
390
iShares Russell 1000 ETF
IWB
$46.6B
$247K ﹤0.01%
+675
WTW icon
391
Willis Towers Watson
WTW
$30.1B
$243K ﹤0.01%
704
+18
ICLO icon
392
Invesco AAA CLO Floating Rate Note ETF
ICLO
$406M
$241K ﹤0.01%
9,401
-14,861
DGX icon
393
Quest Diagnostics
DGX
$20.3B
$240K ﹤0.01%
+1,257
WDC icon
394
Western Digital
WDC
$95.6B
$239K ﹤0.01%
+1,993
WEC icon
395
WEC Energy
WEC
$35.8B
$236K ﹤0.01%
2,058
+66
CAH icon
396
Cardinal Health
CAH
$50B
$236K ﹤0.01%
1,502
+48
PCG icon
397
PG&E
PCG
$32.8B
$234K ﹤0.01%
15,509
+498
VOX icon
398
Vanguard Communication Services ETF
VOX
$6.31B
$232K ﹤0.01%
1,238
IR icon
399
Ingersoll Rand
IR
$33.7B
$232K ﹤0.01%
2,813
+90
VICI icon
400
VICI Properties
VICI
$29.8B
$229K ﹤0.01%
7,036
+222
14 15
16
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