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
$1.28B
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$502K
3
+$481K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$381K
5
BR icon
Broadridge
BR
+$212K

Top Sells

1
+$28.4M
2
+$24M
3
+$20.3M
4
NVDA icon
NVIDIA
NVDA
+$4.38M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.09M

Sector Composition

1 Technology 31.09%
2 Financials 13.52%
3 Consumer Discretionary 9.91%
4 Healthcare 9.4%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.7M 1.69%
122,914
+1,020
27
$19.7M 1.53%
132,526
-674
28
$17.5M 1.36%
106,401
-105
29
$9.18M 0.72%
58,785
-2,250
30
$8.16M 0.64%
55,894
+557
31
$7.79M 0.61%
99,147
-14,745
32
$5.91M 0.46%
72,338
-2,369
33
$5.07M 0.4%
39,667
-3,845
34
$4.98M 0.39%
31,374
35
$3.56M 0.28%
18,032
-1,564
36
$3.17M 0.25%
5,954
+30
37
$3M 0.23%
6,395
38
$2.76M 0.21%
16,634
-133
39
$2.46M 0.19%
40,944
-240
40
$2.27M 0.18%
8,426
41
$1.82M 0.14%
15,302
-766
42
$1.76M 0.14%
35,322
-1,214
43
$1.66M 0.13%
5,334
-40
44
$1.6M 0.12%
10,425
45
$1.59M 0.12%
6,138
46
$1.44M 0.11%
8,427
47
$1.38M 0.11%
14,850
48
$1.35M 0.11%
19,872
49
$1.23M 0.1%
9,402
+2,905
50
$1.19M 0.09%
25,525
+10,725
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