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
$946M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$3.65M
3
+$3.41M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.54M
5
CRM icon
Salesforce
CRM
+$1.27M

Top Sells

1
+$25.2M
2
+$528K
3
+$518K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$247K
5
EMR icon
Emerson Electric
EMR
+$211K

Sector Composition

1 Technology 27.91%
2 Healthcare 12.9%
3 Financials 11.13%
4 Consumer Discretionary 9.85%
5 Consumer Staples 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.9M 2%
205,760
-480
27
$16.2M 1.71%
97,257
-440
28
$15.6M 1.65%
204,294
-1,292
29
$15M 1.59%
126,951
-395
30
$7.19M 0.76%
69,098
+1,067
31
$6.51M 0.69%
50,282
+412
32
$5.88M 0.62%
45,506
33
$5.38M 0.57%
106,938
-843
34
$5.3M 0.56%
70,877
+1,983
35
$4.24M 0.45%
28,342
-1,151
36
$3.09M 0.33%
31,774
+3,744
37
$2.79M 0.29%
27,563
-5,214
38
$2.49M 0.26%
374,562
39
$2.48M 0.26%
16,023
+9,932
40
$2.12M 0.22%
6,593
41
$1.87M 0.2%
17,011
+5,943
42
$1.84M 0.19%
41,184
+2,615
43
$1.72M 0.18%
29,585
-4,262
44
$1.55M 0.16%
5,020
+200
45
$1.5M 0.16%
80,041
46
$1.42M 0.15%
8,615
47
$1.42M 0.15%
44,040
-639
48
$1.39M 0.15%
19,872
+2,071
49
$1.3M 0.14%
10,225
50
$1.23M 0.13%
5,097
+23
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2
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