HCM
Howard Capital Management Portfolio holdings
AUM
$6.68B
1-Year Return
21.2%
This Quarter Return
+7.34%
1 Year Return
+21.2%
3 Year Return
+75.15%
5 Year Return
+127.24%
10 Year Return
–
AUM
$627M
AUM Growth
–
Cap. Flow
+$627M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.31%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$35.1M |
| 2 |
ProShares Ultra QQQ
QLD
|
$28.4M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$25.3M |
| 4 |
ProShares Ultra S&P500
SSO
|
$24.3M |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
$21.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 8.8% |
| 2 | Consumer Staples | 8.65% |
| 3 | Energy | 7.22% |
| 4 | Technology | 7.2% |
| 5 | Industrials | 6.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$270B
| $8.87M | 1.41% |
+231,554
| New | +$8.87M |
|
27
LyondellBasell Industries
LYB
$17.5B
| $8.85M | 1.41% |
+80,237
| New | +$8.85M |
|
28
Target
TGT
$42.1B
| $8.75M | 1.4% |
+134,144
| New | +$8.75M |
|
29
Verizon
VZ
$186B
| $8.6M | 1.37% |
+162,394
| New | +$8.6M |
|
30
Automatic Data Processing
ADP
$122B
| $8.57M | 1.37% |
+73,100
| New | +$8.57M |
|
31
Principal Financial Group
PFG
$18B
| $8.49M | 1.35% |
+120,267
| New | +$8.49M |
|
32
AbbVie
ABBV
$375B
| $8.39M | 1.34% |
+86,762
| New | +$8.39M |
|
33
Chevron
CVX
$321B
| $8.37M | 1.34% |
+66,893
| New | +$8.37M |
|
34
Packaging Corp of America
PKG
$19.4B
| $8.37M | 1.33% |
+69,409
| New | +$8.37M |
|
35
Eastman Chemical
EMN
$7.84B
| $8.27M | 1.32% |
+89,313
| New | +$8.27M |
|
36
Exelon
EXC
$43.7B
| $8.24M | 1.31% |
+293,087
| New | +$8.24M |
|
37
IBM
IBM
$231B
| $8.16M | 1.3% |
+55,636
| New | +$8.16M |
|
38
Invesco
IVZ
$9.74B
| $8.15M | 1.3% |
+222,899
| New | +$8.15M |
|
39
Ford
F
$46.3B
| $8.1M | 1.29% |
+648,190
| New | +$8.1M |
|
40
Molson Coors Class B
TAP
$9.82B
| $8.04M | 1.28% |
+97,927
| New | +$8.04M |
|
41
ProShares Ultra Russell2000
UWM
$360M
| $8.02M | 1.28% |
+227,010
| New | +$8.02M |
|
42
AT&T
T
$212B
| $8.02M | 1.28% |
+272,969
| New | +$8.02M |
|
43
Bank of New York Mellon
BK
$74.4B
| $7.95M | 1.27% |
+147,688
| New | +$7.95M |
|
44
International Paper
IP
$25.4B
| $7.95M | 1.27% |
+144,907
| New | +$7.95M |
|
45
Pfizer
PFE
$139B
| $7.89M | 1.26% |
+229,447
| New | +$7.89M |
|
46
Eaton
ETN
$135B
| $7.83M | 1.25% |
+99,071
| New | +$7.83M |
|
47
CenterPoint Energy
CNP
$24.4B
| $7.81M | 1.25% |
+275,476
| New | +$7.81M |
|
48
Duke Energy
DUK
$93.9B
| $7.76M | 1.24% |
+92,303
| New | +$7.76M |
|
49
Alaska Air
ALK
$7.36B
| $7.73M | 1.23% |
+105,121
| New | +$7.73M |
|
50
Everest Group
EG
$14.6B
| $7.71M | 1.23% |
+34,860
| New | +$7.71M |
|