HCMG

Howard Capital Management Group Portfolio holdings

AUM $1.58B
1-Year Est. Return 19.66%
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$956M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$61.1M
2
+$58.2M
3
+$49.8M
4
MSFT icon
Microsoft
MSFT
+$44.9M
5
DIS icon
Walt Disney
DIS
+$36.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.13%
2 Financials 13.17%
3 Communication Services 11.77%
4 Healthcare 10.79%
5 Consumer Discretionary 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.5M 1.93%
+350,659
27
$18.3M 1.91%
+208,301
28
$17.6M 1.84%
+182,584
29
$16.3M 1.71%
+115,088
30
$16M 1.68%
+124,095
31
$15.3M 1.6%
+97,062
32
$12.7M 1.33%
+338,416
33
$8.91M 0.93%
+328,374
34
$7.72M 0.81%
+74,640
35
$7.18M 0.75%
+47,671
36
$6.1M 0.64%
+179,208
37
$5.83M 0.61%
+49,944
38
$4.75M 0.5%
+69,510
39
$4.54M 0.48%
+46,160
40
$4.22M 0.44%
+25,111
41
$3.54M 0.37%
+48,240
42
$2.49M 0.26%
+28,030
43
$1.97M 0.21%
+6,172
44
$1.97M 0.21%
+38,427
45
$1.49M 0.16%
+80,041
46
$1.42M 0.15%
+6,393
47
$1.25M 0.13%
+5,017
48
$1.25M 0.13%
+4,883
49
$1.19M 0.12%
+18,340
50
$1.12M 0.12%
+7,939
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