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
ADP icon
101
Automatic Data Processing
ADP
$113B
$3.23M 0.08%
10,558
-1,542
VRTX icon
102
Vertex Pharmaceuticals
VRTX
$105B
$3.22M 0.08%
6,636
-1,021
CTRA icon
103
Coterra Energy
CTRA
$17.2B
$3.2M 0.08%
110,859
-634
MA icon
104
Mastercard
MA
$497B
$3.12M 0.08%
5,699
-875
HPE icon
105
Hewlett Packard
HPE
$29.7B
$3.12M 0.08%
201,978
+477
VTRS icon
106
Viatris
VTRS
$11.8B
$2.95M 0.07%
338,526
-2,364
IUSB icon
107
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
$2.86M 0.07%
62,141
+2,769
SBUX icon
108
Starbucks
SBUX
$95.9B
$2.83M 0.07%
28,848
-4,415
PWR icon
109
Quanta Services
PWR
$65.2B
$2.77M 0.07%
10,899
+980
PANW icon
110
Palo Alto Networks
PANW
$139B
$2.77M 0.07%
16,214
-2,196
JNJ icon
111
Johnson & Johnson
JNJ
$463B
$2.74M 0.07%
16,510
-2,369
PYPL icon
112
PayPal
PYPL
$63.1B
$2.69M 0.07%
41,203
-4,214
MOS icon
113
The Mosaic Company
MOS
$9.34B
$2.67M 0.07%
98,685
+2,125
OGN icon
114
Organon & Co
OGN
$2.44B
$2.66M 0.07%
178,927
FLQL icon
115
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.76B
$2.61M 0.07%
46,160
+8,645
AAL icon
116
American Airlines Group
AAL
$7.85B
$2.59M 0.07%
245,913
INTC icon
117
Intel
INTC
$175B
$2.57M 0.06%
113,163
-16,405
FDLO icon
118
Fidelity Low Volatility Factor ETF
FDLO
$1.33B
$2.56M 0.06%
42,217
+9,829
ADI icon
119
Analog Devices
ADI
$119B
$2.52M 0.06%
12,473
-1,911
BWA icon
120
BorgWarner
BWA
$9.26B
$2.49M 0.06%
86,758
+1,947
NUE icon
121
Nucor
NUE
$30.5B
$2.48M 0.06%
20,626
-227
BG icon
122
Bunge Global
BG
$19.1B
$2.47M 0.06%
32,292
+112
AZO icon
123
AutoZone
AZO
$66.8B
$2.44M 0.06%
639
-22
PG icon
124
Procter & Gamble
PG
$350B
$2.42M 0.06%
14,182
-2,002
CRM icon
125
Salesforce
CRM
$234B
$2.41M 0.06%
8,971
+2,681
3 4
5
6 7