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
$852M
AUM Growth
-$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$586K
3
+$393K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$378K
5
AMZN icon
Amazon
AMZN
+$273K

Top Sells

1
+$25.3M
2
+$18.8M
3
+$15.6M
4
BX icon
Blackstone
BX
+$715K
5
AAPL icon
Apple
AAPL
+$686K

Sector Composition

1 Technology 25.1%
2 Healthcare 13.55%
3 Financials 11.49%
4 Consumer Discretionary 11.46%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$973K 0.11%
11,362
+2
52
$967K 0.11%
16,021
-2,194
53
$885K 0.1%
6,158
54
$712K 0.08%
15,415
-345
55
$699K 0.08%
16,387
-100
56
$633K 0.07%
20,330
57
$620K 0.07%
8,698
58
$579K 0.07%
16,606
-1,504
59
$548K 0.06%
13,524
60
$503K 0.06%
1,968
61
$477K 0.06%
6,827
62
$470K 0.06%
2,822
63
$469K 0.06%
2,199
-225
64
$469K 0.06%
8,938
65
$459K 0.05%
2,287
-25
66
$419K 0.05%
19,973
-6,471
67
$412K 0.05%
2,371
68
$409K 0.05%
1,798
69
$406K 0.05%
1,071
-15
70
$382K 0.04%
1,609
71
$357K 0.04%
4,671
+5
72
$337K 0.04%
1,227
73
$331K 0.04%
800
-30
74
$325K 0.04%
1,928
75
$320K 0.04%
4,125
1 2
3
4 5