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
$1.21B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$709K
3
+$704K
4
V icon
Visa
V
+$661K
5
AMZN icon
Amazon
AMZN
+$637K

Top Sells

1
+$1.58M
2
+$736K
3
+$542K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$406K
5
TMO icon
Thermo Fisher Scientific
TMO
+$384K

Sector Composition

1 Technology 24.31%
2 Financials 12.89%
3 Healthcare 11.31%
4 Consumer Discretionary 10.96%
5 Communication Services 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.12%
8,806
+700
52
$1.18M 0.1%
17,801
53
$1.14M 0.09%
5,074
+57
54
$1.11M 0.09%
14,506
+6
55
$1.05M 0.09%
6,125
+545
56
$1.04M 0.09%
16,487
-941
57
$1.01M 0.08%
6,158
+407
58
$974K 0.08%
2,712
-75
59
$973K 0.08%
15,990
-209
60
$904K 0.07%
20,330
+1,312
61
$825K 0.07%
8,969
62
$791K 0.07%
12,923
-973
63
$641K 0.05%
13,299
-87
64
$611K 0.05%
2,424
-25
65
$596K 0.05%
8,698
66
$595K 0.05%
6,827
+100
67
$576K 0.05%
1,968
68
$569K 0.05%
4,866
-200
69
$535K 0.04%
1,798
70
$528K 0.04%
8,938
+1,548
71
$513K 0.04%
27,607
+94
72
$509K 0.04%
1,227
+142
73
$505K 0.04%
1,058
74
$500K 0.04%
2,400
75
$488K 0.04%
4,072
-398
1 2
3
4 5