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
$1.1B
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$681K
3
+$514K
4
FDX icon
FedEx
FDX
+$359K
5
IYG icon
iShares US Financial Services ETF
IYG
+$304K

Top Sells

1
+$20.3M
2
+$18.5M
3
+$1.12M
4
BX icon
Blackstone
BX
+$878K
5
RHP icon
Ryman Hospitality Properties
RHP
+$825K

Sector Composition

1 Technology 25.54%
2 Financials 13.44%
3 Healthcare 11.07%
4 Consumer Discretionary 10.92%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.11%
5,074
52
$1.15M 0.1%
18,110
+3,604
53
$1.12M 0.1%
17,801
54
$1.07M 0.1%
6,063
-62
55
$941K 0.09%
6,158
56
$938K 0.09%
11,360
-1,563
57
$919K 0.08%
16,487
58
$838K 0.08%
20,330
59
$836K 0.08%
15,760
-230
60
$697K 0.06%
2,312
-400
61
$671K 0.06%
13,524
+225
62
$662K 0.06%
2,424
63
$631K 0.06%
8,698
64
$565K 0.05%
6,827
65
$513K 0.05%
1,798
66
$494K 0.04%
1,968
67
$493K 0.04%
1,086
+28
68
$483K 0.04%
1,609
69
$472K 0.04%
26,444
-1,163
70
$472K 0.04%
2,822
+50
71
$463K 0.04%
8,938
72
$461K 0.04%
2,371
-29
73
$424K 0.04%
4,666
-200
74
$408K 0.04%
5,505
-85
75
$407K 0.04%
830
+80
1 2
3
4 5