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
$1.58B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$1.96M
3
+$1.51M
4
SPG icon
Simon Property Group
SPG
+$553K
5
AMZN icon
Amazon
AMZN
+$518K

Top Sells

1
+$4.4M
2
+$2.37M
3
+$1.4M
4
IBB icon
iShares Biotechnology ETF
IBB
+$767K
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
AMGN icon
51
Amgen
AMGN
$159B
$1.52M 0.1%
5,374
+40
PG icon
52
Procter & Gamble
PG
$350B
$1.27M 0.08%
8,240
-187
META icon
53
Meta Platforms (Facebook)
META
$1.79T
$1.26M 0.08%
1,720
+154
WMT icon
54
Walmart
WMT
$849B
$1.26M 0.08%
12,188
+282
MDLZ icon
55
Mondelez International
MDLZ
$79.7B
$1.21M 0.08%
19,372
DIS icon
56
Walt Disney
DIS
$198B
$1.18M 0.07%
10,306
+2,973
RSP icon
57
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$1.09M 0.07%
5,767
AVGO icon
58
Broadcom
AVGO
$1.67T
$1.06M 0.07%
3,226
+187
KRG icon
59
Kite Realty
KRG
$4.84B
$1.04M 0.07%
46,497
HPP
60
Hudson Pacific Properties
HPP
$993M
$1.02M 0.06%
368,168
IBM icon
61
IBM
IBM
$257B
$1.01M 0.06%
3,566
+650
GE icon
62
GE Aerospace
GE
$318B
$988K 0.06%
3,284
+11
ISRG icon
63
Intuitive Surgical
ISRG
$156B
$939K 0.06%
2,100
SO icon
64
Southern Company
SO
$108B
$919K 0.06%
9,698
+1,000
SAP icon
65
SAP
SAP
$314B
$902K 0.06%
3,375
AMP icon
66
Ameriprise Financial
AMP
$44.1B
$878K 0.06%
1,787
CVX icon
67
Chevron
CVX
$306B
$869K 0.06%
5,593
+1,279
SPG icon
68
Simon Property Group
SPG
$57.7B
$833K 0.05%
4,439
+2,949
MCD icon
69
McDonald's
MCD
$218B
$821K 0.05%
2,700
BAC icon
70
Bank of America
BAC
$370B
$812K 0.05%
15,746
VOO icon
71
Vanguard S&P 500 ETF
VOO
$757B
$794K 0.05%
1,297
XLC icon
72
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
$791K 0.05%
6,685
-1,180
OEF icon
73
iShares S&P 100 ETF
OEF
$26.9B
$781K 0.05%
2,345
HD icon
74
Home Depot
HD
$386B
$767K 0.05%
1,892
-75
CSCO icon
75
Cisco
CSCO
$273B
$763K 0.05%
11,153
+100
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3
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