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
LMT icon
151
Lockheed Martin
LMT
$115B
$1.57M 0.04%
3,523
+31
PCAR icon
152
PACCAR
PCAR
$49B
$1.55M 0.04%
15,887
-1,617
EXC icon
153
Exelon
EXC
$48B
$1.55M 0.04%
33,569
-2,805
IYW icon
154
iShares US Technology ETF
IYW
$22B
$1.54M 0.04%
10,998
-217
PM icon
155
Philip Morris
PM
$246B
$1.52M 0.04%
9,558
-848
SNPS icon
156
Synopsys
SNPS
$83.4B
$1.52M 0.04%
3,533
-545
MAR icon
157
Marriott International
MAR
$70.7B
$1.51M 0.04%
6,320
-971
ROP icon
158
Roper Technologies
ROP
$53.8B
$1.5M 0.04%
2,546
-394
SHY icon
159
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$1.49M 0.04%
17,985
+792
PDD icon
160
Pinduoduo
PDD
$182B
$1.48M 0.04%
12,546
-1,840
CSX icon
161
CSX Corp
CSX
$68.1B
$1.48M 0.04%
50,180
-7,672
ALB icon
162
Albemarle
ALB
$11B
$1.39M 0.03%
19,313
ABT icon
163
Abbott
ABT
$222B
$1.37M 0.03%
10,348
-1,253
ADSK icon
164
Autodesk
ADSK
$64.5B
$1.35M 0.03%
5,169
-792
MRK icon
165
Merck
MRK
$209B
$1.34M 0.03%
14,912
-2,281
MCD icon
166
McDonald's
MCD
$220B
$1.33M 0.03%
4,265
-638
IBM icon
167
IBM
IBM
$257B
$1.31M 0.03%
5,279
-778
ABNB icon
168
Airbnb
ABNB
$76.5B
$1.27M 0.03%
10,655
-1,528
MRVL icon
169
Marvell Technology
MRVL
$75.4B
$1.27M 0.03%
20,580
-3,152
XLC icon
170
The Communication Services Select Sector SPDR Fund
XLC
$27.4B
$1.26M 0.03%
13,067
-291
PULS icon
171
PGIM Ultra Short Bond ETF
PULS
$12.6B
$1.24M 0.03%
24,923
+557
GE icon
172
GE Aerospace
GE
$318B
$1.22M 0.03%
6,100
-905
ORCL icon
173
Oracle
ORCL
$826B
$1.21M 0.03%
8,678
-1,335
PAYX icon
174
Paychex
PAYX
$45.4B
$1.2M 0.03%
7,755
-1,189
ACN icon
175
Accenture
ACN
$146B
$1.18M 0.03%
3,771
-580
5 6
7
8 9