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
$6.68B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$752M
2
+$682M
3
+$370M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$293M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$109M

Top Sells

1
+$126M
2
+$33.8M
3
+$25.5M
4
MSFT icon
Microsoft
MSFT
+$11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.14M

Sector Composition

1 Technology 7.77%
2 Communication Services 2.68%
3 Consumer Discretionary 2.18%
4 Financials 1.21%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$763M 11.42%
12,943,874
+12,770,616
2
$682M 10.2%
+13,919,380
3
$481M 7.2%
2,832,436
-150,180
4
$466M 6.97%
1,269,992
-344,972
5
$404M 6.05%
9,710,392
+8,881,156
6
$293M 4.39%
+1,683,668
7
$263M 3.94%
6,306,973
-27,184
8
$253M 3.79%
1,231,457
+23,205
9
$230M 3.44%
9,214,271
+754,703
10
$217M 3.24%
6,031,775
+635
11
$192M 2.88%
2,323,907
-51,386
12
$166M 2.49%
269,209
-54,656
13
$151M 2.26%
1,132,957
+88,723
14
$134M 2.01%
1,011,427
+26,827
15
$132M 1.98%
301,367
-12,741
16
$126M 1.88%
1,371,416
+43,153
17
$124M 1.86%
786,155
+200,831
18
$113M 1.69%
1,135,587
-92,138
19
$109M 1.63%
+1,190,076
20
$95.9M 1.44%
192,760
-22,149
21
$77.4M 1.16%
377,472
-25,069
22
$59.8M 0.89%
80,957
+6,013
23
$55.2M 0.83%
200,097
+7,763
24
$53.6M 0.8%
244,219
+25,693
25
$32.5M 0.49%
102,359
+24,619
1
2 3 4 5