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
$946M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$3.65M
3
+$3.41M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.54M
5
CRM icon
Salesforce
CRM
+$1.27M

Top Sells

1
+$25.2M
2
+$528K
3
+$518K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$247K
5
EMR icon
Emerson Electric
EMR
+$211K

Sector Composition

1 Technology 27.91%
2 Healthcare 12.9%
3 Financials 11.13%
4 Consumer Discretionary 9.85%
5 Consumer Staples 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.13%
5,842
-11
52
$1.16M 0.12%
7,784
+3,266
53
$994K 0.11%
15,565
-100
54
$754K 0.08%
4,138
+2,516
55
$731K 0.08%
13,987
56
$721K 0.08%
13,523
-109
57
$704K 0.07%
4,312
+2,520
58
$665K 0.07%
13,524
59
$645K 0.07%
16,715
+39
60
$643K 0.07%
6,920
+165
61
$625K 0.07%
3,270
+899
62
$605K 0.06%
8,698
63
$597K 0.06%
2,336
+49
64
$581K 0.06%
20,330
65
$566K 0.06%
13,881
+5,443
66
$518K 0.05%
1,757
+574
67
$502K 0.05%
1,639
+30
68
$486K 0.05%
4,975
-258,340
69
$483K 0.05%
4,638
+122
70
$471K 0.05%
1,146
71
$461K 0.05%
2,290
+266
72
$431K 0.05%
+2,035
73
$430K 0.05%
3,400
74
$429K 0.05%
2,099
+131
75
$393K 0.04%
1,144
+196
1 2
3
4 5