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
PGR icon
201
Progressive
PGR
$132B
$927K 0.02%
3,274
-501
KHC icon
202
Kraft Heinz
KHC
$30.1B
$925K 0.02%
30,389
-719
NEE icon
203
NextEra Energy
NEE
$174B
$924K 0.02%
13,040
-1,866
CHTR icon
204
Charter Communications
CHTR
$34.8B
$914K 0.02%
2,480
-383
SPGI icon
205
S&P Global
SPGI
$144B
$901K 0.02%
1,773
-254
AXP icon
206
American Express
AXP
$239B
$885K 0.02%
3,288
-468
NOW icon
207
ServiceNow
NOW
$187B
$884K 0.02%
1,110
-169
CB icon
208
Chubb
CB
$107B
$881K 0.02%
2,917
+292
IDXX icon
209
Idexx Laboratories
IDXX
$50.6B
$839K 0.02%
1,997
-307
BSX icon
210
Boston Scientific
BSX
$147B
$825K 0.02%
8,177
-1,254
LOW icon
211
Lowe's Companies
LOW
$137B
$821K 0.02%
3,520
-337
UNP icon
212
Union Pacific
UNP
$135B
$818K 0.02%
3,464
-526
TJX icon
213
TJX Companies
TJX
$161B
$813K 0.02%
6,671
-992
UBER icon
214
Uber
UBER
$192B
$812K 0.02%
11,146
-1,465
HYHG icon
215
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$169M
$811K 0.02%
12,659
+598
TEAM icon
216
Atlassian
TEAM
$39.8B
$804K 0.02%
3,789
-580
DHR icon
217
Danaher
DHR
$151B
$802K 0.02%
3,912
-590
HYZD icon
218
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$186M
$798K 0.02%
36,446
+1,754
BLK icon
219
Blackrock
BLK
$181B
$787K 0.02%
832
-121
ODFL icon
220
Old Dominion Freight Line
ODFL
$29B
$786K 0.02%
4,752
-731
MNST icon
221
Monster Beverage
MNST
$68.6B
$783K 0.02%
13,382
-2,043
KDP icon
222
Keurig Dr Pepper
KDP
$38B
$771K 0.02%
22,540
-3,453
CSGP icon
223
CoStar Group
CSGP
$31.3B
$771K 0.02%
9,727
-1,489
FI icon
224
Fiserv
FI
$65.5B
$769K 0.02%
3,483
-542
SOXX icon
225
iShares Semiconductor ETF
SOXX
$15.7B
$767K 0.02%
4,076
-2,941
7 8
9
10 11