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
$834M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$245K
3
+$243K
4
ABBV icon
AbbVie
ABBV
+$217K
5
RTX icon
RTX Corp
RTX
+$214K

Top Sells

1
+$913K
2
+$787K
3
+$640K
4
AAPL icon
Apple
AAPL
+$639K
5
MCD icon
McDonald's
MCD
+$614K

Sector Composition

1 Technology 23.89%
2 Healthcare 14.14%
3 Consumer Discretionary 12.46%
4 Financials 11.94%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.6M 1.87%
209,596
-937
27
$14.3M 1.72%
97,697
-410
28
$14.1M 1.7%
106,642
-6,885
29
$14M 1.68%
127,346
+496
30
$6.78M 0.81%
49,870
-1,241
31
$6.04M 0.72%
68,031
-375
32
$5.97M 0.72%
45,506
-335
33
$5.66M 0.68%
107,781
-1,869
34
$5.14M 0.62%
68,894
+1,084
35
$3.81M 0.46%
29,493
+730
36
$3.64M 0.44%
374,562
37
$3.22M 0.39%
32,777
-8,017
38
$2.84M 0.34%
28,030
39
$1.76M 0.21%
38,569
40
$1.76M 0.21%
6,593
-35
41
$1.65M 0.2%
80,041
42
$1.62M 0.19%
33,847
-7,520
43
$1.53M 0.18%
44,679
-3,040
44
$1.49M 0.18%
4,820
-50
45
$1.33M 0.16%
5,074
46
$1.27M 0.15%
8,615
47
$1.22M 0.15%
11,068
-297
48
$1.19M 0.14%
17,801
49
$1.12M 0.13%
10,225
50
$1.08M 0.13%
6,091
+28
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