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
$1.08B
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$1.35M
3
+$1.32M
4
GPK icon
Graphic Packaging
GPK
+$1.17M
5
MRK icon
Merck
MRK
+$1.16M

Top Sells

1
+$17.7M
2
+$1.94M
3
+$377K
4
CORE
Core Mark Holding Co., Inc.
CORE
+$371K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$323K

Sector Composition

1 Technology 22.3%
2 Financials 13.93%
3 Communication Services 11.77%
4 Healthcare 11.13%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.9M 1.84%
90,811
+3,768
27
$19.5M 1.81%
203,209
+14,010
28
$19.4M 1.8%
364,936
+7,737
29
$19.3M 1.79%
99,532
+340
30
$18.4M 1.7%
+104,711
31
$14.7M 1.36%
123,284
+5,495
32
$12.6M 1.17%
663,815
+61,490
33
$9.73M 0.9%
370,318
+27,909
34
$9.56M 0.88%
71,700
-2,380
35
$7.53M 0.7%
46,575
-146
36
$6.46M 0.6%
50,779
+55
37
$6.16M 0.57%
98,223
+8,805
38
$4.83M 0.45%
49,346
+1,000
39
$4.8M 0.44%
26,742
+396
40
$4.43M 0.41%
64,352
-237
41
$3.99M 0.37%
49,796
+436
42
$2.66M 0.25%
28,030
43
$2.28M 0.21%
6,368
44
$2.02M 0.19%
53,883
-8,597
45
$1.75M 0.16%
38,427
46
$1.7M 0.16%
80,041
47
$1.48M 0.14%
5,724
-180
48
$1.36M 0.13%
8,106
+167
49
$1.36M 0.13%
18,340
50
$1.33M 0.12%
4,870
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