HCMG

Howard Capital Management Group Portfolio holdings

AUM $1.58B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$1.12M
3
+$894K
4
TMO icon
Thermo Fisher Scientific
TMO
+$807K
5
TJX icon
TJX Companies
TJX
+$675K

Top Sells

1
+$11.3M
2
+$759K
3
+$709K
4
TSLA icon
Tesla
TSLA
+$667K
5
MSFT icon
Microsoft
MSFT
+$621K

Sector Composition

1 Technology 32.54%
2 Financials 13.02%
3 Consumer Discretionary 9.27%
4 Healthcare 7.8%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.09%
19,372
-500
52
$1.28M 0.09%
4,038
-2,100
53
$1.16M 0.08%
11,906
54
$1.16M 0.08%
1,566
55
$1.14M 0.08%
2,100
-25
56
$1.05M 0.07%
46,497
+6,312
57
$1.05M 0.07%
5,767
58
$1.03M 0.07%
3,375
59
$1.01M 0.07%
52,595
60
$954K 0.07%
1,787
61
$909K 0.06%
7,333
62
$860K 0.06%
2,916
63
$854K 0.06%
7,865
-205
64
$842K 0.06%
3,273
65
$838K 0.06%
3,039
66
$799K 0.06%
8,698
67
$789K 0.05%
2,700
68
$767K 0.05%
11,053
69
$745K 0.05%
15,746
-200
70
$736K 0.05%
1,297
71
$721K 0.05%
1,967
72
$714K 0.05%
2,345
73
$711K 0.05%
2,540
+87
74
$618K 0.04%
4,314
-104
75
$610K 0.04%
2,621
1 2
3
4 5