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
$791M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$212K
2
+$208K
3
+$145K
4
AMZN icon
Amazon
AMZN
+$53.1K
5
JPM icon
JPMorgan Chase
JPM
+$52.3K

Top Sells

1
+$900K
2
+$462K
3
+$378K
4
AAPL icon
Apple
AAPL
+$302K
5
META icon
Meta Platforms (Facebook)
META
+$248K

Sector Composition

1 Technology 24.76%
2 Healthcare 13.1%
3 Consumer Discretionary 12.36%
4 Financials 11.44%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$976K 0.12%
17,801
52
$926K 0.12%
16,015
-6
53
$777K 0.1%
6,158
54
$685K 0.09%
14,970
-445
55
$655K 0.08%
16,387
56
$614K 0.08%
20,330
57
$591K 0.07%
8,698
58
$585K 0.07%
13,524
59
$472K 0.06%
16,606
60
$461K 0.06%
2,822
61
$429K 0.05%
2,287
62
$428K 0.05%
2,199
63
$423K 0.05%
1,968
64
$417K 0.05%
6,827
65
$405K 0.05%
1,609
66
$396K 0.05%
2,371
67
$393K 0.05%
4,666
-5
68
$391K 0.05%
8,938
69
$384K 0.05%
1,071
70
$346K 0.04%
1,648
-150
71
$339K 0.04%
1,227
72
$323K 0.04%
4,125
73
$315K 0.04%
785
-15
74
$307K 0.04%
948
75
$306K 0.04%
19,973
1 2
3
4