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
101
$3.23M 0.08%
10,558
-1,542
102
$3.22M 0.08%
6,636
-1,021
103
$3.2M 0.08%
110,859
-634
104
$3.12M 0.08%
5,699
-875
105
$3.12M 0.08%
201,978
+477
106
$2.95M 0.07%
338,526
-2,364
107
$2.86M 0.07%
62,141
+2,769
108
$2.83M 0.07%
28,848
-4,415
109
$2.77M 0.07%
10,899
+980
110
$2.77M 0.07%
16,214
-2,196
111
$2.74M 0.07%
16,510
-2,369
112
$2.69M 0.07%
41,203
-4,214
113
$2.67M 0.07%
98,685
+2,125
114
$2.66M 0.07%
178,927
115
$2.61M 0.07%
46,160
+8,645
116
$2.59M 0.07%
245,913
117
$2.57M 0.06%
113,163
-16,405
118
$2.56M 0.06%
42,217
+9,829
119
$2.52M 0.06%
12,473
-1,911
120
$2.49M 0.06%
86,758
+1,947
121
$2.48M 0.06%
20,626
-227
122
$2.47M 0.06%
32,292
+112
123
$2.44M 0.06%
639
-22
124
$2.42M 0.06%
14,182
-2,002
125
$2.41M 0.06%
8,971
+2,681
3 4
5
6 7