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
$1.06B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$5.52M
3
+$1.11M
4
V icon
Visa
V
+$933K
5
KO icon
Coca-Cola
KO
+$867K

Top Sells

1
+$12.7M
2
+$4.28M
3
+$344K
4
VMC icon
Vulcan Materials
VMC
+$198K
5
IBB icon
iShares Biotechnology ETF
IBB
+$155K

Sector Composition

1 Technology 21.92%
2 Financials 13.45%
3 Communication Services 11.77%
4 Consumer Discretionary 11.19%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.12%
7,939
52
$1.22M 0.12%
5,017
53
$1.1M 0.1%
17,583
54
$1.05M 0.1%
16,592
-96
55
$924K 0.09%
17,432
+2,379
56
$919K 0.09%
5,580
+8
57
$874K 0.08%
16,330
-699
58
$854K 0.08%
2,787
+612
59
$776K 0.07%
5,751
60
$762K 0.07%
18,490
-700
61
$629K 0.06%
13,386
62
$598K 0.06%
27,513
63
$566K 0.05%
5,066
+1,566
64
$536K 0.05%
4,469
-74
65
$532K 0.05%
+1,968
66
$526K 0.05%
8,698
67
$524K 0.05%
6,728
+3,849
68
$517K 0.05%
2,351
-100
69
$498K 0.05%
2,270
70
$478K 0.05%
3,400
71
$455K 0.04%
1,058
-28
72
$450K 0.04%
1,697
-25
73
$407K 0.04%
5,590
-195
74
$393K 0.04%
2,652
75
$376K 0.04%
+1,928
1 2
3
4 5