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
ROK icon
401
Rockwell Automation
ROK
$45.8B
$238K ﹤0.01%
611
+3
VMC icon
402
Vulcan Materials
VMC
$41B
$236K ﹤0.01%
829
+4
KMB icon
403
Kimberly-Clark
KMB
$37B
$236K ﹤0.01%
2,337
+12
FICO icon
404
Fair Isaac
FICO
$33.4B
$233K ﹤0.01%
138
SYY icon
405
Sysco
SYY
$43.7B
$230K ﹤0.01%
3,117
+16
FIS icon
406
Fidelity National Information Services
FIS
$26.4B
$229K ﹤0.01%
3,441
+18
ACGL icon
407
Arch Capital
ACGL
$36B
$226K ﹤0.01%
2,361
+12
FITB
408
Fifth Third Bancorp
FITB
$44.5B
$225K ﹤0.01%
4,815
+25
RMD icon
409
ResMed
RMD
$37.3B
$225K ﹤0.01%
935
+4
KVUE icon
410
Kenvue
KVUE
$36.6B
$225K ﹤0.01%
13,026
+69
IR icon
411
Ingersoll Rand
IR
$36.9B
$224K ﹤0.01%
2,828
+15
OXY icon
412
Occidental Petroleum
OXY
$52.4B
$224K ﹤0.01%
5,443
+29
DGX icon
413
Quest Diagnostics
DGX
$23.4B
$219K ﹤0.01%
1,261
+4
VFH icon
414
Vanguard Financials ETF
VFH
$12.8B
$215K ﹤0.01%
1,608
VPU icon
415
Vanguard Utilities ETF
VPU
$8.82B
$213K ﹤0.01%
1,149
SCHG icon
416
Schwab US Large-Cap Growth ETF
SCHG
$50.4B
$210K ﹤0.01%
+6,451
VTR icon
417
Ventas
VTR
$40.9B
$210K ﹤0.01%
+2,712
VEEV icon
418
Veeva Systems
VEEV
$29.9B
$209K ﹤0.01%
936
+5
DTE icon
419
DTE Energy
DTE
$30.8B
$208K ﹤0.01%
+1,612
CFG icon
420
Citizens Financial Group
CFG
$25.6B
$207K ﹤0.01%
3,546
-8,590
VIS icon
421
Vanguard Industrials ETF
VIS
$7.43B
$207K ﹤0.01%
694
MDB icon
422
MongoDB
MDB
$26.7B
$206K ﹤0.01%
+490
BIIB icon
423
Biogen
BIIB
$28.2B
$204K ﹤0.01%
+1,161
ULTA icon
424
Ulta Beauty
ULTA
$30.4B
$201K ﹤0.01%
+333
BNTX icon
425
BioNTech
BNTX
$27.7B
$201K ﹤0.01%
2,115
+60