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
$1.04B
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$776K
2
+$543K
3
+$425K
4
HSY icon
Hershey
HSY
+$400K
5
NEE icon
NextEra Energy
NEE
+$357K

Top Sells

1
+$2.79M
2
+$607K
3
+$350K
4
CUBE icon
CubeSmart
CUBE
+$176K
5
CCI icon
Crown Castle
CCI
+$151K

Sector Composition

1 Technology 28.47%
2 Healthcare 11.48%
3 Financials 11.23%
4 Consumer Discretionary 9.35%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.12%
8,615
52
$1.16M 0.11%
10,425
+200
53
$1.05M 0.1%
7,203
-70
54
$1.05M 0.1%
15,300
-200
55
$729K 0.07%
6,880
+125
56
$727K 0.07%
4,314
+236
57
$711K 0.07%
12,065
+2,431
58
$711K 0.07%
33,176
59
$693K 0.07%
12,887
-400
60
$692K 0.07%
12,981
61
$682K 0.07%
4,023
62
$668K 0.06%
2,287
63
$654K 0.06%
12,293
-499
64
$563K 0.05%
8,698
+1
65
$542K 0.05%
19,780
-550
66
$530K 0.05%
1,609
67
$513K 0.05%
4,775
-100
68
$510K 0.05%
2,761
-100
69
$460K 0.04%
13,881
70
$447K 0.04%
1,478
+1
71
$440K 0.04%
3,400
72
$419K 0.04%
781
73
$408K 0.04%
4,466
74
$407K 0.04%
5,421
75
$401K 0.04%
934
+1
1 2
3
4 5