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
NWS icon
76
News Corp Class B
NWS
$16.5B
$4.35M 0.11%
143,272
TXN icon
77
Texas Instruments
TXN
$160B
$4.32M 0.11%
24,036
-3,393
MET icon
78
MetLife
MET
$51.8B
$4.24M 0.11%
52,816
+27
INTU icon
79
Intuit
INTU
$180B
$4.06M 0.1%
6,614
-996
BKNG icon
80
Booking.com
BKNG
$161B
$4.06M 0.1%
881
-126
CF icon
81
CF Industries
CF
$13.4B
$3.99M 0.1%
51,009
+325
LUV icon
82
Southwest Airlines
LUV
$17.5B
$3.94M 0.1%
117,479
-10,274
DAL icon
83
Delta Air Lines
DAL
$39.4B
$3.85M 0.1%
88,364
-505
GILD icon
84
Gilead Sciences
GILD
$146B
$3.74M 0.09%
33,392
-8,530
EQT icon
85
EQT Corp
EQT
$33.2B
$3.74M 0.09%
69,948
-200
PLTR icon
86
Palantir
PLTR
$423B
$3.67M 0.09%
43,540
+31,873
HPQ icon
87
HP
HPQ
$25.4B
$3.62M 0.09%
130,816
+848
UNH icon
88
UnitedHealth
UNH
$323B
$3.6M 0.09%
6,866
-1,059
HON icon
89
Honeywell
HON
$129B
$3.58M 0.09%
16,890
-2,541
LEN icon
90
Lennar Class A
LEN
$31.3B
$3.57M 0.09%
31,122
+1,334
QUS icon
91
SPDR MSCI USA StrategicFactors ETF
QUS
$1.51B
$3.57M 0.09%
22,758
+4,472
STLD icon
92
Steel Dynamics
STLD
$21B
$3.55M 0.09%
28,405
-117
PFE icon
93
Pfizer
PFE
$138B
$3.47M 0.09%
136,864
+6,932
TMUS icon
94
T-Mobile US
TMUS
$255B
$3.47M 0.09%
12,999
-1,992
AMAT icon
95
Applied Materials
AMAT
$181B
$3.45M 0.09%
23,777
-3,642
VONG icon
96
Vanguard Russell 1000 Growth ETF
VONG
$32.7B
$3.41M 0.09%
36,731
+501
VLO icon
97
Valero Energy
VLO
$48.6B
$3.38M 0.09%
25,619
-2,413
MPC icon
98
Marathon Petroleum
MPC
$55.1B
$3.34M 0.08%
22,942
-358
CVX icon
99
Chevron
CVX
$306B
$3.31M 0.08%
19,811
+736
AES icon
100
AES
AES
$10.6B
$3.27M 0.08%
263,346
+9,558
2 3
4
5 6