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
$956M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$61.1M
2
+$58.2M
3
+$49.8M
4
MSFT icon
Microsoft
MSFT
+$44.9M
5
DIS icon
Walt Disney
DIS
+$36.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.13%
2 Financials 13.17%
3 Communication Services 11.77%
4 Healthcare 10.79%
5 Consumer Discretionary 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.11%
+8,280
52
$1.03M 0.11%
+17,583
53
$932K 0.1%
+16,688
54
$916K 0.1%
+5,572
55
$841K 0.09%
+17,029
56
$779K 0.08%
+5,751
57
$778K 0.08%
+15,053
58
$742K 0.08%
+19,190
59
$629K 0.07%
+27,513
60
$606K 0.06%
+13,386
61
$541K 0.06%
+8,698
62
$540K 0.06%
+2,451
63
$536K 0.06%
+2,175
64
$493K 0.05%
+2,270
65
$478K 0.05%
+4,543
66
$462K 0.05%
+1,722
67
$432K 0.05%
+1,086
68
$417K 0.04%
+3,400
69
$389K 0.04%
+5,785
70
$382K 0.04%
+3,500
71
$375K 0.04%
+2,652
72
$362K 0.04%
+760
73
$344K 0.04%
+3,500
74
$341K 0.04%
+1,500
75
$331K 0.03%
+1,085
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3
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