HCM

Howard Capital Management Portfolio holdings

AUM $6.68B
1-Year Est. Return 21.2%
This Quarter Est. Return
1 Year Est. Return
+21.2%
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
SYF icon
51
Synchrony
SYF
$25.3B
$5.52M 0.14%
104,363
-292
JPM icon
52
JPMorgan Chase
JPM
$813B
$5.46M 0.14%
22,277
-2,800
PEP icon
53
PepsiCo
PEP
$209B
$5.46M 0.14%
36,396
-5,366
LLY icon
54
Eli Lilly
LLY
$735B
$5.46M 0.14%
6,606
-924
UAL icon
55
United Airlines
UAL
$31.8B
$5.31M 0.13%
76,888
-229
MO icon
56
Altria Group
MO
$108B
$5.22M 0.13%
86,977
-934
ISPY icon
57
ProShares S&P 500 High Income ETF
ISPY
$983M
$5.2M 0.13%
123,454
+16,051
GM icon
58
General Motors
GM
$54.6B
$4.96M 0.12%
105,463
-1,289
KR icon
59
Kroger
KR
$45.6B
$4.91M 0.12%
72,518
-681
XOM icon
60
Exxon Mobil
XOM
$472B
$4.87M 0.12%
40,938
-5,098
MTB icon
61
M&T Bank
MTB
$27.9B
$4.77M 0.12%
26,671
+47
ADBE icon
62
Adobe
ADBE
$138B
$4.73M 0.12%
12,338
-1,788
DGRW icon
63
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$4.73M 0.12%
59,210
+7,017
PPL icon
64
PPL Corp
PPL
$27.6B
$4.72M 0.12%
130,751
-677
TSN icon
65
Tyson Foods
TSN
$18.6B
$4.72M 0.12%
73,902
-274
EVRG icon
66
Evergy
EVRG
$17.8B
$4.57M 0.11%
66,222
-636
V icon
67
Visa
V
$651B
$4.47M 0.11%
12,750
-1,468
PEG icon
68
Public Service Enterprise Group
PEG
$42.1B
$4.45M 0.11%
54,067
-419
ISRG icon
69
Intuitive Surgical
ISRG
$156B
$4.44M 0.11%
8,955
-1,338
UHS icon
70
Universal Health Services
UHS
$13B
$4.41M 0.11%
23,450
ABBV icon
71
AbbVie
ABBV
$401B
$4.38M 0.11%
20,906
-412
CMCSA icon
72
Comcast
CMCSA
$108B
$4.38M 0.11%
118,570
-7,783
CTSH icon
73
Cognizant
CTSH
$32B
$4.38M 0.11%
57,192
-1,908
PHM icon
74
Pultegroup
PHM
$24.4B
$4.38M 0.11%
42,560
-208
ALK icon
75
Alaska Air
ALK
$5.51B
$4.36M 0.11%
88,489
1 2
3
4 5