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
$1.44B
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
MDLZ icon
51
Mondelez International
MDLZ
$79.7B
$1.31M 0.09%
19,372
-500
TSLA icon
52
Tesla
TSLA
$1.43T
$1.28M 0.09%
4,038
-2,100
WMT icon
53
Walmart
WMT
$849B
$1.16M 0.08%
11,906
META icon
54
Meta Platforms (Facebook)
META
$1.79T
$1.16M 0.08%
1,566
ISRG icon
55
Intuitive Surgical
ISRG
$156B
$1.14M 0.08%
2,100
-25
KRG icon
56
Kite Realty
KRG
$4.84B
$1.05M 0.07%
46,497
+6,312
RSP icon
57
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$1.05M 0.07%
5,767
SAP icon
58
SAP
SAP
$314B
$1.03M 0.07%
3,375
HPP
59
Hudson Pacific Properties
HPP
$993M
$1.01M 0.07%
368,168
AMP icon
60
Ameriprise Financial
AMP
$44.1B
$954K 0.07%
1,787
DIS icon
61
Walt Disney
DIS
$198B
$909K 0.06%
7,333
IBM icon
62
IBM
IBM
$257B
$860K 0.06%
2,916
XLC icon
63
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
$854K 0.06%
7,865
-205
GE icon
64
GE Aerospace
GE
$318B
$842K 0.06%
3,273
AVGO icon
65
Broadcom
AVGO
$1.67T
$838K 0.06%
3,039
SO icon
66
Southern Company
SO
$108B
$799K 0.06%
8,698
MCD icon
67
McDonald's
MCD
$218B
$789K 0.05%
2,700
CSCO icon
68
Cisco
CSCO
$273B
$767K 0.05%
11,053
BAC icon
69
Bank of America
BAC
$370B
$745K 0.05%
15,746
-200
VOO icon
70
Vanguard S&P 500 ETF
VOO
$757B
$736K 0.05%
1,297
HD icon
71
Home Depot
HD
$386B
$721K 0.05%
1,967
OEF icon
72
iShares S&P 100 ETF
OEF
$26.9B
$714K 0.05%
2,345
VO icon
73
Vanguard Mid-Cap ETF
VO
$87.5B
$711K 0.05%
2,540
+87
CVX icon
74
Chevron
CVX
$306B
$618K 0.04%
4,314
-104
HON icon
75
Honeywell
HON
$129B
$610K 0.04%
2,621
1 2
3
4 5