HCM

Howard Capital Management Portfolio holdings

AUM $7.72B
1-Year Est. Return 27.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.72B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$15M
3
+$10.8M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$9.5M

Top Sells

1
+$40.5M
2
+$33.4M
3
+$21M
4
QLD icon
ProShares Ultra QQQ
QLD
+$20.7M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$18.8M

Sector Composition

1 Technology 8.56%
2 Communication Services 2.58%
3 Consumer Discretionary 2.53%
4 Financials 1.24%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
151
Wells Fargo
WFC
$251B
$2.29M 0.03%
24,541
+130
RTX icon
152
RTX Corp
RTX
$272B
$2.26M 0.03%
12,340
+53
EXC icon
153
Exelon
EXC
$50.6B
$2.25M 0.03%
51,509
+13,734
CAT icon
154
Caterpillar
CAT
$346B
$2.23M 0.03%
3,890
+18
MRVL icon
155
Marvell Technology
MRVL
$69.2B
$2.2M 0.03%
25,869
+592
KO icon
156
Coca-Cola
KO
$351B
$2.15M 0.03%
30,737
+161
HYZD icon
157
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$217M
$2.14M 0.03%
94,915
+7,375
MOS icon
158
The Mosaic Company
MOS
$8.84B
$2.07M 0.03%
85,730
+1
MDLZ icon
159
Mondelez International
MDLZ
$78.9B
$2.04M 0.03%
37,845
+866
IBM icon
160
IBM
IBM
$225B
$2.01M 0.03%
6,793
+35
GS icon
161
Goldman Sachs
GS
$258B
$2.01M 0.03%
2,284
+12
DXC icon
162
DXC Technology
DXC
$2.14B
$2M 0.03%
136,795
MELI icon
163
Mercado Libre
MELI
$89.1B
$1.98M 0.03%
983
+25
MAR icon
164
Marriott International
MAR
$90.6B
$1.97M 0.03%
6,346
+143
HUM icon
165
Humana
HUM
$22.9B
$1.97M 0.03%
7,685
-1,456
BMY icon
166
Bristol-Myers Squibb
BMY
$127B
$1.96M 0.03%
36,314
+10,800
CSX icon
167
CSX Corp
CSX
$79.4B
$1.95M 0.03%
53,839
+1,241
PM icon
168
Philip Morris
PM
$291B
$1.94M 0.03%
12,083
+432
SHY icon
169
iShares 1-3 Year Treasury Bond ETF
SHY
$25B
$1.92M 0.02%
23,182
+372
SHEL icon
170
Shell
SHEL
$235B
$1.91M 0.02%
26,051
+3,092
CTAS icon
171
Cintas
CTAS
$80.4B
$1.88M 0.02%
10,016
+577
TMO icon
172
Thermo Fisher Scientific
TMO
$196B
$1.79M 0.02%
3,091
+16
AZO icon
173
AutoZone
AZO
$62.2B
$1.79M 0.02%
527
-108
MCD icon
174
McDonald's
MCD
$243B
$1.77M 0.02%
5,798
+273
ADSK icon
175
Autodesk
ADSK
$52.1B
$1.74M 0.02%
5,890
+132
5 6
7
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