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
$1.06B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$5.52M
3
+$1.11M
4
V icon
Visa
V
+$933K
5
KO icon
Coca-Cola
KO
+$867K

Top Sells

1
+$12.7M
2
+$4.28M
3
+$344K
4
VMC icon
Vulcan Materials
VMC
+$198K
5
IBB icon
iShares Biotechnology ETF
IBB
+$155K

Sector Composition

1 Technology 21.92%
2 Financials 13.45%
3 Communication Services 11.77%
4 Consumer Discretionary 11.19%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.1M 1.89%
357,199
+10,332
27
$19.8M 1.87%
366,673
+16,014
28
$19.1M 1.8%
189,199
+6,615
29
$18.5M 1.74%
99,192
+2,130
30
$17.7M 1.67%
126,675
+2,580
31
$16.6M 1.56%
117,789
+2,701
32
$10.9M 1.03%
+602,325
33
$9.53M 0.9%
342,409
+14,035
34
$9.28M 0.87%
74,080
-560
35
$7.65M 0.72%
46,721
-950
36
$6.39M 0.6%
50,724
+780
37
$5.52M 0.52%
+89,418
38
$4.95M 0.47%
48,346
+2,186
39
$4.7M 0.44%
26,346
+1,235
40
$4.52M 0.43%
64,589
-4,921
41
$4M 0.38%
49,360
+1,120
42
$2.78M 0.26%
28,030
43
$2.29M 0.22%
62,480
-116,728
44
$2.26M 0.21%
6,368
+196
45
$1.83M 0.17%
38,427
46
$1.61M 0.15%
80,041
47
$1.36M 0.13%
9,495
+1,215
48
$1.35M 0.13%
4,870
-13
49
$1.34M 0.13%
5,904
-489
50
$1.33M 0.13%
18,340
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