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
$791M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$212K
2
+$208K
3
+$145K
4
AMZN icon
Amazon
AMZN
+$53.1K
5
JPM icon
JPMorgan Chase
JPM
+$52.3K

Top Sells

1
+$900K
2
+$462K
3
+$378K
4
AAPL icon
Apple
AAPL
+$302K
5
META icon
Meta Platforms (Facebook)
META
+$248K

Sector Composition

1 Technology 24.76%
2 Healthcare 13.1%
3 Consumer Discretionary 12.36%
4 Financials 11.44%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.5M 1.84%
98,107
-220
27
$13.9M 1.76%
93,633
-250
28
$13.4M 1.69%
679,105
+20
29
$12.1M 1.52%
126,850
+245
30
$6.58M 0.83%
68,406
+306
31
$6.19M 0.78%
51,111
-37
32
$5.36M 0.68%
45,841
-244
33
$5.16M 0.65%
109,650
-1,080
34
$4.53M 0.57%
67,810
+3,174
35
$4.1M 0.52%
374,562
36
$4.1M 0.52%
28,763
+85
37
$3.38M 0.43%
40,794
-10,866
38
$2.33M 0.29%
28,030
39
$1.98M 0.25%
41,367
-9,645
40
$1.77M 0.22%
6,628
41
$1.56M 0.2%
38,569
42
$1.55M 0.2%
5,853
43
$1.45M 0.18%
47,719
-1,374
44
$1.44M 0.18%
80,041
45
$1.3M 0.16%
4,870
46
$1.16M 0.15%
8,615
47
$1.16M 0.15%
10,225
48
$1.14M 0.14%
5,074
49
$992K 0.13%
11,365
+3
50
$990K 0.13%
6,063
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