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
126
$2.39M 0.06%
49,848
+6,190
127
$2.33M 0.06%
136,795
128
$2.31M 0.06%
26,641
-4,080
129
$2.3M 0.06%
33,851
-4,987
130
$2.27M 0.06%
31,286
-4,817
131
$2.23M 0.06%
6,093
-754
132
$2.23M 0.06%
25,364
-2,267
133
$2.22M 0.06%
34,376
+357
134
$2.11M 0.05%
22,050
-3,360
135
$2.09M 0.05%
7,880
-2,022
136
$2.08M 0.05%
7,583
-270
137
$1.93M 0.05%
5,468
-704
138
$1.9M 0.05%
90,627
+2,317
139
$1.82M 0.05%
8,360
-422
140
$1.74M 0.04%
8,464
-1,521
141
$1.73M 0.04%
41,360
-5,694
142
$1.72M 0.04%
8,535
-1,074
143
$1.72M 0.04%
2,709
-393
144
$1.66M 0.04%
853
-131
145
$1.66M 0.04%
6,541
-1,007
146
$1.64M 0.04%
17,077
-2,617
147
$1.64M 0.04%
22,840
-3,045
148
$1.63M 0.04%
22,812
-3,238
149
$1.63M 0.04%
14,946
-164
150
$1.58M 0.04%
99,300
+300
4 5
6
7 8