HOWARD CAPITAL MANAGEMENT

data from 31/12/2020

Capitalization

$ 891.337 M 12.60 %

Average holding period

23 ans

Performance

$ 390.172 M 112 486.77 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in HOWARD CAPITAL MANAGEMENT

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2020/12/31 AAPL APPLE COMPUTER INC 7.22% 64.368 M $ 485099 2013/03/31 8.305 M $ 14.58 %
2020/12/31 SPY S&P 500 EQUITY INDEX ETF (SPY) 6.62% 59.041 M $ 157915 2013/03/31 5.739 M $ 11.64 %
2020/12/31 AMZN AMAZON COM INC 5.82% 51.906 M $ 15937 2010/06/30 1.745 M $ 3.44 %
2020/12/31 MSFT MICROSOFT CORP 4.65% 41.425 M $ 186247 2013/03/31 2.252 M $ 5.75 %
2020/12/31 DIS DISNEY WALT CO 4.02% 35.838 M $ 197803 2009/12/31 11.286 M $ 46.02 %
2020/12/31 META FACEBOOK INC 3.56% 31.699 M $ 116044 2014/12/31 1.315 M $ 4.30 %
2020/12/31 GOOGL ALPHABET INC CLASS A 3.21% 28.643 M $ 16343 2015/12/31 4.737 M $ 19.58 %
2020/12/31 ACN ACCENTURE PLC 3.11% 27.713 M $ 106094 2013/03/31 3.709 M $ 15.59 %
2020/12/31 XYL XYLEM INC 3.05% 27.177 M $ 266987 2012/12/31 4.729 M $ 21.01 %
2020/12/31 JPM J P MORGAN CHASE AND CO 3.01% 26.813 M $ 211011 2012/12/31 6.402 M $ 31.99 %
2020/12/31 TMO THERMO FISHER SCIENTIFIC 2.81% 25.083 M $ 53852 2017/06/30 1.301 M $ 5.49 %
2020/12/31 NVDA NVIDIA CORP COM 2.78% 24.795 M $ 47482 2018/03/31 -891.777 K $ -3.47 %
2020/12/31 XBI SPDR S&P BIOTECH (XBI) 2.76% 24.637 M $ 175004 2018/03/31 5.191 M $ 26.34 %
2020/12/31 PH PARKER HANNIFIN CORP 2.67% 23.793 M $ 87343 2020/06/30 6.061 M $ 34.63 %
2020/12/31 COST COSTCO WHOLESALE CORP-NEW 2.61% 23.219 M $ 61625 2019/06/30 1.331 M $ 6.14 %
2020/12/31 BX BLACKSTONE GROUP ORD SHS CLASS 2.51% 22.354 M $ 344921 2020/09/30 4.303 M $ 24.16 %
2020/12/31 FDX FEDEX CORP 2.45% 21.835 M $ 84103 2012/06/30 680.489 K $ 3.22 %
2020/12/31 VMC VULCAN MATERIALS CO 2.41% 21.501 M $ 144972 2016/09/30 1.838 M $ 9.42 %
2020/12/31 ICE INTERCONTINENTAL EXCHANGE 2.38% 21.178 M $ 183695 2016/09/30 2.768 M $ 15.23 %
2020/12/31 IQV IQVIA HOLDINGS INC 2.37% 21.145 M $ 118014 2017/12/31 2.518 M $ 13.67 %
2020/12/31 V VISA INC COM CL A 2.27% 20.247 M $ 92566 2018/12/31 1.714 M $ 9.38 %
2020/12/31 MRK MERCK AND CO INC 2.26% 20.123 M $ 246003 2012/12/31 -276.172 K $ -1.38 %
2020/12/31 IYW INFORMATION TECHNOLOGY SECTOR 2.17% 19.336 M $ 227268 2009/12/31 2.394 M $ 13.03 %
2020/12/31 LDOS LEIDOS HOLDINGS INC 2.02% 17.998 M $ 171218 2017/09/30 2.690 M $ 17.91 %
2020/12/31 KO COCA COLA CO 2.01% 17.880 M $ 326044 2011/12/31 1.757 M $ 11.08 %
2020/12/31 DHI D R HORTON INC COM 1.87% 16.667 M $ 241835 2020/09/30 -1.541 M $ -8.87 %
2020/12/31 INTC INTEL CORP 1.85% 16.445 M $ 330081 2012/12/31 -633.679 K $ -3.79 %
2020/12/31 ATR APTARGROUP INC 1.72% 15.308 M $ 111828 2012/06/30 2.623 M $ 20.93 %
2020/12/31 ZTS ZOETIS INC 1.72% 15.291 M $ 92394 2019/03/31 12.028 K $ 0.08 %
2020/12/31 WM WASTE MGMT INC DEL COM 1.53% 13.613 M $ 115437 2019/03/31 541.949 K $ 4.21 %
2020/12/31 CAG CONAGRA FOODS INC 1.32% 11.747 M $ 323956 2017/12/31 176.414 K $ 1.54 %
2020/12/31 HPP HUDSON PACIFIC PPTYS RESTRIC 0.98% 8.747 M $ 364138 2012/12/31 758.644 K $ 9.53 %
2020/12/31 IBB BIOTECHNOLOGY SECTOR ETF (IBB) 0.82% 7.267 M $ 47971 2009/12/31 780.378 K $ 11.87 %
2020/12/31 GOOG ALPHABET INC CLASS C 0.80% 7.160 M $ 4087 2015/12/31 1.207 M $ 19.20 %
2020/12/31 XLV HEALTHCARE SECTOR ETF (XLV) 0.67% 5.956 M $ 52503 2013/03/31 456.880 K $ 7.55 %
2020/12/31 XLF FINANCIAL SECTOR ETF (XLF) 0.65% 5.771 M $ 195758 2013/03/31 1.057 M $ 22.47 %
2020/12/31 XLP CONSUMER STAPLES SECTOR ETF (X 0.54% 4.832 M $ 71639 2013/03/31 271.544 K $ 5.23 %
2020/12/31 OCSI OAKTREE STRATEGIC INCOME ORD S 0.48% 4.259 M $ 549586 2020/03/31 898.486 K $ 19.05 %
2020/12/31 XLC COMM SERV SELECT SECTOR SPDR ( 0.40% 3.555 M $ 52675 2019/03/31 453.328 K $ 13.60 %
2020/12/31 PHO WATER INFRASTRUCTURE SECTOR ET 0.35% 3.096 M $ 66650 2018/06/30 461.747 K $ 17.06 %
2020/12/31 PM PHILIP MORRIS INTL INC COM 0.26% 2.324 M $ 28068 2009/12/31 218.634 K $ 10.40 %
2020/12/31 QQQ INVESCO QQQ TRUST UNIT SER 1 0.22% 1.983 M $ 6319 2018/06/30 226.852 K $ 12.92 %
2020/12/31 MO ALTRIA GROUP INC 0.18% 1.571 M $ 38310 2003/03/31 90.352 K $ 6.11 %
2020/12/31 TSLA TESLA MTRS INC COM 0.17% 1.557 M $ 2206 2019/12/31 640.467 K $ 64.50 %
2020/12/31 XLY CONSUMER DISCRETIONARY SPDR (X 0.16% 1.429 M $ 8886 2020/12/31 0.000 $ 0.00 %
2020/12/31 QCOM QUALCOMM INC 0.14% 1.219 M $ 8000 2011/06/30 277.280 K $ 29.47 %
2020/12/31 AMGN AMGEN INC 0.13% 1.188 M $ 5165 2013/12/31 -124.690 K $ -9.54 %
2020/12/31 IVW STANDARD & POORS GROWTH INDEX 0.13% 1.170 M $ 18340 2013/12/31 110.956 K $ 10.47 %
2020/12/31 BRK-B BERKSHIRE HATHAWAY INC CL B 0.13% 1.135 M $ 4896 2010/03/31 94.555 K $ 8.89 %
2020/12/31 MDLZ MONDELEZ INTERNATIONAL, INC. 0.12% 1.028 M $ 17583 2012/12/31 17.934 K $ 1.78 %
2020/12/31 AXP AMERICAN EXPRESS COMPANY 0.10% 877.000 K $ 7253 2012/12/31 87.123 K $ 20.60 %
2020/12/31 MCD MCDONALDS CORP 0.09% 844.000 K $ 3935 2009/12/31 -19.320 K $ -2.24 %
2020/12/31 JNJ JOHNSON AND JOHNSON CO 0.09% 839.000 K $ 5333 2009/12/31 41.888 K $ 5.71 %
2020/12/31 SQ SQUARE INC 0.09% 769.000 K $ 3533 2019/09/30 192.814 K $ 33.89 %
2020/12/31 PG PROCTER AND GAMBLE CO 0.08% 698.000 K $ 5017 2012/06/30 750.000 $ 0.11 %
2020/12/31 XOM EXXON MOBIL CORP 0.08% 677.000 K $ 16414 2013/03/31 114.456 K $ 20.08 %
2020/12/31 PRINCIPAL FDS, INC. MIDCAP FD 0.07% 657.000 K $ 21369 2016/06/30 77.142 K $ 13.30 %
2020/12/31 T AT&T 0.07% 599.000 K $ 20826 2015/06/30 5.213 K $ 0.88 %
2020/12/31 WMT WAL MART STORES INC 0.07% 599.000 K $ 4154 2009/12/31 17.859 K $ 3.02 %
2020/12/31 ISRG INTUITIVE SURGICAL INC COM 0.07% 594.000 K $ 726 2016/09/30 92.284 K $ 15.30 %
2020/12/31 CSCO CISCO SYSTEMS INC 0.07% 592.000 K $ 13224 2011/09/30 70.564 K $ 13.60 %
2020/12/31 BAC BANK OF AMERICA CORP 0.06% 571.000 K $ 18839 2014/03/31 98.176 K $ 25.84 %
2020/12/31 SO SOUTHERN CO 0.06% 534.000 K $ 8698 2012/12/31 62.712 K $ 13.29 %
2020/12/31 UNP UNION PACIFIC CORP 0.06% 533.000 K $ 2560 2011/09/30 30.088 K $ 5.76 %
2020/12/31 VGIAX VANGUARD GROWTH AND INCOME MUT 0.06% 515.000 K $ 1485 2020/06/30 9.623 K $ 1.72 %
2020/12/31 HON HONEYWELL INTL INC 0.05% 455.000 K $ 2139 2009/12/31 105.269 K $ 29.24 %
2020/12/31 PEP PEPSICO INC 0.05% 449.000 K $ 3027 2009/12/31 29.604 K $ 7.00 %
2020/12/31 SAP SAP SPONSORED ADR 0.05% 443.000 K $ 3400 2013/12/31 -86.428 K $ -16.31 %
2020/12/31 NSC NORFOLK SOUTHERN CORP COM 0.04% 386.000 K $ 1625 2020/12/31 0.000 $ 0.00 %
2020/12/31 SBUX STARBUCKS CORP 0.04% 374.000 K $ 3500 2018/03/31 67.392 K $ 24.51 %
2020/12/31 IVV ISHARES TRUST S&P 500 INDEX FU 0.04% 365.000 K $ 973 2020/06/30 28.946 K $ 11.72 %
2020/12/31 PBW INVESCO ETF TRUST WNDRHLL CLN 0.04% 362.000 K $ 3500 2020/09/30 149.135 K $ 70.02 %
2020/12/31 IGN TECH NETWORKING HARDWARE ETF ( 0.04% 351.000 K $ 5884 2011/03/31 77.467 K $ 27.87 %
2020/12/31 MDY S&P 400 MIDCAP SPDRS 0.04% 319.000 K $ 760 2013/12/31 61.628 K $ 23.89 %
2020/12/31 PRHSX PRICE T ROWE CAL TXFR COM 0.03% 295.000 K $ 2985 2020/12/31 0.000 $ 0.00 %
2020/12/31 ICLN ISHARES GLOBAL CLEAN ENERGY 0.03% 282.000 K $ 10000 2018/09/30 97.500 K $ 52.70 %
2020/12/31 RTX RAYTHEON TECHNOLOGIES CORP 0.03% 278.000 K $ 3887 2020/06/30 54.301 K $ 24.24 %
2020/12/31 IBM INTERNATIONAL BUSINESS MACHINE 0.03% 276.000 K $ 2192 2009/12/31 9.025 K $ 3.47 %
2020/12/31 HD HOME DEPOT INC 0.03% 268.000 K $ 1010 2020/06/30 -11.848 K $ -4.36 %
2020/12/31 VZ VERIZON COMMUNICATIONS 0.03% 251.000 K $ 4275 2012/12/31 -2.901 K $ -1.25 %
2020/12/31 PFE PFIZER INC 0.03% 248.000 K $ 6735 2009/12/31 13.232 K $ 5.80 %
2020/12/31 CORE MARK HOLDING COMPANY INC 0.03% 242.000 K $ 8252 2018/09/30 3.053 K $ 1.28 %
2020/12/31 DHR DANAHER CORP 0.03% 241.000 K $ 1085 2020/09/30 7.371 K $ 3.16 %
2020/12/31 UPRO PROSHARES ULTRAPRO S&P 500 0.03% 231.000 K $ 3000 2020/12/31 0.000 $ 0.00 %
2020/12/31 AMP AMERIPRISE FINL INC COM 0.03% 230.000 K $ 1181 2020/12/31 0.000 $ 0.00 %
2020/12/31 SEE SEALED AIR CORP NEW 0.03% 229.000 K $ 5000 2013/03/31 0.000 $ 0.00 %
2020/12/31 BMY BRISTOL MYERS SQUIBB 0.03% 224.000 K $ 3604 2011/12/31 6.255 K $ 2.88 %
2020/12/31 ALL ALLSTATE CORP 0.02% 220.000 K $ 2000 2020/12/31 0.000 $ 0.00 %
2020/12/31 KHC KRAFT HEINZ CO 0.02% 207.000 K $ 5966 2020/12/31 0.000 $ 0.00 %
2020/12/31 GE GENERAL ELECTRIC CO 0.01% 125.000 K $ 11544 2009/12/31 0.000 $ 0.00 %
2020/12/31 BNET BION ENVIRNMNTL TECH 0.00% 21.000 K $ 42914 2013/03/31 0.000 $ 0.00 %
2020/12/31 SEARCHLIGHT MINERALS COM NEW 0.00% 1.000 K $ 46100 2020/06/30 0.000 $ 0.00 %
2020/12/31 WMLLF WEALTH MINERALS LTD 0.00% 1.000 K $ 10000 2020/06/30 32.000 $ 3.30 %
2020/12/31 SAPPHIRE IND CORP UTS ESCROW 0.00% 0.000 $ 39000 2015/09/30 0.000 $ 0.00 %
2020/12/31 IRELAND INC COM NEW 0.00% 0.000 $ 55000 2020/03/31 0.000 $ 0.00 %
2020/12/31 MAXD MAX SOUND CORP. 0.00% 0.000 $ 484000 2020/03/31 169.000 $ 100.00 %
2020/12/31 FAR EAST ENERGY CORP 0.00% 0.000 $ 10000 2020/06/30 0.000 $ 0.00 %