HCM
Howard Capital Management Portfolio holdings
AUM
$6.68B
This Quarter Return
+4.79%
1 Year Return
+21.2%
3 Year Return
+75.15%
5 Year Return
+127.24%
10 Year Return
–
AUM
$6.44B
AUM Growth
+$6.44B
(+5.8%)
Cap. Flow
+$109M
Cap. Flow
% of AUM
1.69%
Top 10 Holdings %
Top 10 Hldgs %
61.18%
Holding
425
New
32
Increased
331
Reduced
33
Closed
18
Top Buys
| 1 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$154M |
| 2 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$58.1M |
| 3 |
iShares Bitcoin Trust
IBIT
|
$9.88M |
| 4 |
Microsoft
MSFT
|
$9M |
| 5 |
Apple
AAPL
|
$7.97M |
Top Sells
Sector Composition
| 1 | Technology | 7.59% |
| 2 | Consumer Discretionary | 2.35% |
| 3 | Communication Services | 2.28% |
| 4 | Financials | 1.17% |
| 5 | Healthcare | 1.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Wabtec
WAB
$32.7B
| $2.63M | 0.04% |
13,876
+5,859
| +73% | +$1.11M |
|
127
Marvell Technology
MRVL
$53.7B
| $2.62M | 0.04% |
23,732
+726
| +3% | +$80.2K |
|
128
Lam Research
LRCX
$124B
| $2.61M | 0.04% |
+36,103
| New | +$2.61M |
|
129
Intel
INTC
$105B
| $2.6M | 0.04% |
129,568
+3,737
| +3% | +$74.9K |
|
130
Micron Technology
MU
$133B
| $2.59M | 0.04% |
30,721
+919
| +3% | +$77.3K |
|
131
Western Midstream Partners
WES
$14.6B
| $2.56M | 0.04% |
+66,543
| New | +$2.56M |
|
132
Humana
HUM
$37.5B
| $2.51M | 0.04% |
9,902
+1,069
| +12% | +$271K |
|
133
Bunge Global
BG
$16.3B
| $2.5M | 0.04% |
32,180
+30,061
| +1,419% | +$2.34M |
|
134
Walmart
WMT
$793B
| $2.5M | 0.04% |
27,631
+1,397
| +5% | +$126K |
|
135
Nucor
NUE
$33.3B
| $2.43M | 0.04% |
20,853
+66
| +0.3% | +$7.7K |
|
136
The Mosaic Company
MOS
$10.4B
| $2.37M | 0.04% |
96,560
+2,764
| +3% | +$67.9K |
|
137
Mondelez International
MDLZ
$79.3B
| $2.32M | 0.04% |
38,838
+1,162
| +3% | +$69.4K |
|
138
Vanguard Total Stock Market ETF
VTI
$524B
| $2.28M | 0.04% |
7,853
+1,093
| +16% | +$317K |
|
139
Cadence Design Systems
CDNS
$94.6B
| $2.27M | 0.04% |
7,548
+217
| +3% | +$65.2K |
|
140
Regeneron Pharmaceuticals
REGN
$59.8B
| $2.21M | 0.03% |
3,102
+89
| +3% | +$63.4K |
|
141
Archer Daniels Midland
ADM
$29.7B
| $2.21M | 0.03% |
43,658
+155
| +0.4% | +$7.83K |
|
142
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.61B
| $2.2M | 0.03% |
37,515
+15,089
| +67% | +$885K |
|
143
Constellation Energy
CEG
$96.4B
| $2.15M | 0.03% |
9,609
+282
| +3% | +$63.1K |
|
144
AutoZone
AZO
$70.1B
| $2.12M | 0.03% |
661
-2
| -0.3% | -$6.4K |
|
145
CrowdStrike
CRWD
$104B
| $2.11M | 0.03% |
6,172
+180
| +3% | +$61.6K |
|
146
Salesforce
CRM
$245B
| $2.1M | 0.03% |
6,290
+548
| +10% | +$183K |
|
147
Bank of America
BAC
$371B
| $2.07M | 0.03% |
47,054
+2,406
| +5% | +$106K |
|
148
APA Corp
APA
$8.11B
| $2.04M | 0.03% |
88,310
+10,394
| +13% | +$240K |
|
149
Marriott International Class A Common Stock
MAR
$72B
| $2.03M | 0.03% |
7,291
+205
| +3% | +$57.2K |
|
150
O'Reilly Automotive
ORLY
$88.1B
| $2.01M | 0.03% |
25,410
+825
| +3% | +$65.2K |
|