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
1
$499M 12.53%
1,614,964
+2,257
2
$480M 12.05%
2,982,616
+255
3
$234M 5.89%
1,208,252
-73
4
$229M 5.76%
6,334,157
-51,113
5
$192M 4.83%
6,031,140
-40,815
6
$190M 4.78%
8,459,568
+202,551
7
$182M 4.57%
2,375,293
+20,976
8
$181M 4.55%
323,865
-51
9
$135M 3.38%
1,044,234
-68
10
$132M 3.32%
984,600
11
$122M 3.06%
1,328,263
+179,896
12
$121M 3.05%
1,227,725
+134,489
13
$116M 2.93%
314,108
-713
14
$89.4M 2.25%
402,541
-53,144
15
$80.7M 2.03%
214,909
-24,939
16
$63.4M 1.59%
585,324
-49,720
17
$43.2M 1.08%
74,944
-9,082
18
$41.6M 1.04%
218,526
-49,326
19
$32.2M 0.81%
192,334
-66,728
20
$28.3M 0.71%
338,606
+706
21
$27.4M 0.69%
347,742
+1,002
22
$25.9M 0.65%
167,493
-9,449
23
$23.8M 0.6%
829,236
-12,508,922
24
$20.1M 0.51%
77,740
-9,934
25
$19.5M 0.49%
376,654
+43,049
1
2 3 4 5