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
$3.98B
AUM Growth
-$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$13.3M
3
+$4.56M
4
PLTR icon
Palantir
PLTR
+$2.69M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.23M

Top Sells

1
+$651M
2
+$408M
3
+$358M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$193M
5
SSO icon
ProShares Ultra S&P500
SSO
+$172M

Sector Composition

1 Technology 9.47%
2 Communication Services 3.29%
3 Consumer Discretionary 2.81%
4 Financials 1.74%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.52M 0.14%
104,363
-292
52
$5.46M 0.14%
22,277
-2,800
53
$5.46M 0.14%
36,396
-5,366
54
$5.46M 0.14%
6,606
-924
55
$5.31M 0.13%
76,888
-229
56
$5.22M 0.13%
86,977
-934
57
$5.2M 0.13%
123,454
+16,051
58
$4.96M 0.12%
105,463
-1,289
59
$4.91M 0.12%
72,518
-681
60
$4.87M 0.12%
40,938
-5,098
61
$4.77M 0.12%
26,671
+47
62
$4.73M 0.12%
12,338
-1,788
63
$4.73M 0.12%
59,210
+7,017
64
$4.72M 0.12%
130,751
-677
65
$4.72M 0.12%
73,902
-274
66
$4.57M 0.11%
66,222
-636
67
$4.47M 0.11%
12,750
-1,468
68
$4.45M 0.11%
54,067
-419
69
$4.44M 0.11%
8,955
-1,338
70
$4.41M 0.11%
23,450
71
$4.38M 0.11%
20,906
-412
72
$4.38M 0.11%
118,570
-7,783
73
$4.38M 0.11%
57,192
-1,908
74
$4.38M 0.11%
42,560
-208
75
$4.36M 0.11%
88,489
1 2
3
4 5