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
$852M
AUM Growth
-$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$586K
3
+$393K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$378K
5
AMZN icon
Amazon
AMZN
+$273K

Top Sells

1
+$25.3M
2
+$18.8M
3
+$15.6M
4
BX icon
Blackstone
BX
+$715K
5
AAPL icon
Apple
AAPL
+$686K

Sector Composition

1 Technology 25.1%
2 Healthcare 13.55%
3 Financials 11.49%
4 Consumer Discretionary 11.46%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.9M 1.98%
210,888
-276
27
$15.2M 1.78%
204,044
+5,086
28
$13.9M 1.63%
679,085
-5,675
29
$13.1M 1.53%
126,605
-920
30
$7.45M 0.87%
68,100
-700
31
$6.56M 0.77%
51,148
-146
32
$5.56M 0.65%
374,562
33
$5.47M 0.64%
110,730
+1,806
34
$5.42M 0.64%
46,085
-175
35
$4.67M 0.55%
64,636
+306
36
$4.51M 0.53%
51,660
-1,567
37
$3.94M 0.46%
28,678
+446
38
$2.77M 0.33%
51,012
-833
39
$2.77M 0.33%
28,030
40
$1.86M 0.22%
6,628
41
$1.61M 0.19%
38,569
42
$1.57M 0.18%
80,041
43
$1.54M 0.18%
49,093
-1,315
44
$1.33M 0.16%
4,870
45
$1.31M 0.15%
5,853
+225
46
$1.31M 0.15%
10,225
47
$1.24M 0.15%
5,074
48
$1.19M 0.14%
8,615
49
$1.1M 0.13%
17,801
50
$1.08M 0.13%
6,063
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