HCMG

Howard Capital Management Group Portfolio holdings

AUM $1.58B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$1.12M
3
+$894K
4
TMO icon
Thermo Fisher Scientific
TMO
+$807K
5
TJX icon
TJX Companies
TJX
+$675K

Top Sells

1
+$11.3M
2
+$759K
3
+$709K
4
TSLA icon
Tesla
TSLA
+$667K
5
MSFT icon
Microsoft
MSFT
+$621K

Sector Composition

1 Technology 32.54%
2 Financials 13.02%
3 Consumer Discretionary 9.27%
4 Healthcare 7.8%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.3M 1.55%
1,056,963
+29,215
27
$20.7M 1.44%
132,531
+5
28
$20.3M 1.41%
128,584
+5,670
29
$16.4M 1.14%
105,277
-1,124
30
$10.4M 0.72%
58,735
-50
31
$8.38M 0.58%
97,912
-1,235
32
$7.54M 0.52%
55,973
+79
33
$5.81M 0.4%
71,707
-631
34
$5.71M 0.4%
31,374
35
$4.91M 0.34%
38,827
-840
36
$3.89M 0.27%
35,790
-274
37
$3.53M 0.25%
6,395
38
$2.89M 0.2%
5,954
39
$2.69M 0.19%
8,426
40
$2.52M 0.18%
16,509
-125
41
$2.4M 0.17%
40,944
42
$1.84M 0.13%
35,048
-274
43
$1.68M 0.12%
7,663
44
$1.66M 0.12%
10,425
45
$1.65M 0.11%
15,305
+3
46
$1.63M 0.11%
14,850
47
$1.56M 0.11%
25,525
48
$1.49M 0.1%
5,334
49
$1.37M 0.1%
9,282
-120
50
$1.34M 0.09%
8,427
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