HCMG

Howard Capital Management Group Portfolio holdings

AUM $1.51B
1-Year Est. Return 21.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$1.93M
3
+$1.47M
4
AMZN icon
Amazon
AMZN
+$534K
5
SPG icon
Simon Property Group
SPG
+$509K

Top Sells

1
+$4.11M
2
+$2.21M
3
+$1.35M
4
IBB icon
iShares Biotechnology ETF
IBB
+$725K
5
LDOS icon
Leidos
LDOS
+$237K

Sector Composition

1 Technology 32.4%
2 Financials 12.35%
3 Consumer Discretionary 8.81%
4 Healthcare 7.58%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.6M 1.56%
129,644
+1,060
27
$22.9M 1.45%
+420,590
28
$20.9M 1.32%
1,069,223
+12,260
29
$17.8M 1.13%
133,296
+765
30
$15.5M 0.98%
106,092
+815
31
$14.3M 0.91%
58,815
+80
32
$9.3M 0.59%
66,805
+10,832
33
$8.61M 0.54%
96,013
-1,899
34
$5.6M 0.35%
71,443
-264
35
$5.09M 0.32%
31,374
36
$4.84M 0.31%
33,512
-5,315
37
$4.09M 0.26%
34,114
-1,676
38
$3.89M 0.25%
6,475
+80
39
$3.39M 0.21%
22,012
+12,730
40
$3.04M 0.19%
16,409
-100
41
$2.99M 0.19%
5,954
42
$2.88M 0.18%
43,628
+2,684
43
$2.8M 0.18%
8,426
44
$2.2M 0.14%
7,813
+150
45
$1.86M 0.12%
4,190
+152
46
$1.84M 0.12%
16,308
+1,003
47
$1.83M 0.12%
33,958
-1,090
48
$1.79M 0.11%
14,850
49
$1.73M 0.11%
10,429
+4
50
$1.67M 0.11%
25,690
+165
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