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
$1.21B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$709K
3
+$704K
4
V icon
Visa
V
+$661K
5
AMZN icon
Amazon
AMZN
+$637K

Top Sells

1
+$1.58M
2
+$736K
3
+$542K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$406K
5
TMO icon
Thermo Fisher Scientific
TMO
+$384K

Sector Composition

1 Technology 24.31%
2 Financials 12.89%
3 Healthcare 11.31%
4 Consumer Discretionary 10.96%
5 Communication Services 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.3M 1.84%
469,345
+7,450
27
$21.6M 1.79%
193,234
+7,665
28
$20.3M 1.68%
107,781
+3,070
29
$19.5M 1.61%
378,615
+13,679
30
$18.6M 1.54%
209,539
+6,330
31
$15.6M 1.28%
127,009
+3,725
32
$13.3M 1.1%
681,715
+17,900
33
$10.1M 0.83%
69,920
-1,780
34
$9.26M 0.76%
374,562
+4,244
35
$7.21M 0.6%
51,174
+395
36
$7.08M 0.58%
46,425
-150
37
$6.68M 0.55%
103,866
+5,643
38
$5.58M 0.46%
27,306
+564
39
$5.39M 0.44%
50,938
+1,592
40
$5.01M 0.41%
64,959
+607
41
$3.94M 0.32%
50,695
+899
42
$2.66M 0.22%
28,030
43
$2.52M 0.21%
6,343
-25
44
$2M 0.17%
51,323
-2,560
45
$1.98M 0.16%
5,619
-105
46
$1.87M 0.15%
10,225
+730
47
$1.83M 0.15%
38,569
+142
48
$1.79M 0.15%
80,041
49
$1.53M 0.13%
18,340
50
$1.46M 0.12%
4,870
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