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
$1.08B
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$1.35M
3
+$1.32M
4
GPK icon
Graphic Packaging
GPK
+$1.17M
5
MRK icon
Merck
MRK
+$1.16M

Top Sells

1
+$17.7M
2
+$1.94M
3
+$377K
4
CORE
Core Mark Holding Co., Inc.
CORE
+$371K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$323K

Sector Composition

1 Technology 22.3%
2 Financials 13.93%
3 Communication Services 11.77%
4 Healthcare 11.13%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.11%
9,495
52
$1.07M 0.1%
5,017
53
$1.04M 0.1%
17,801
+218
54
$949K 0.09%
17,428
-4
55
$924K 0.09%
2,787
56
$901K 0.08%
5,580
57
$886K 0.08%
16,199
-131
58
$824K 0.08%
+14,500
59
$817K 0.08%
13,896
-2,696
60
$807K 0.07%
19,018
+528
61
$804K 0.07%
5,751
62
$751K 0.07%
+8,969
63
$622K 0.06%
13,386
64
$586K 0.05%
6,727
-1
65
$561K 0.05%
27,513
66
$559K 0.05%
5,066
67
$553K 0.05%
4,470
+1
68
$539K 0.05%
8,698
69
$522K 0.05%
1,968
70
$509K 0.05%
2,400
+130
71
$480K 0.04%
2,449
+98
72
$459K 0.04%
3,400
73
$456K 0.04%
1,058
74
$430K 0.04%
1,798
+101
75
$417K 0.04%
2,772
+120
1 2
3
4 5