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
$956M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$61.1M
2
+$58.2M
3
+$49.8M
4
MSFT icon
Microsoft
MSFT
+$44.9M
5
DIS icon
Walt Disney
DIS
+$36.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.13%
2 Financials 13.17%
3 Communication Services 11.77%
4 Healthcare 10.79%
5 Consumer Discretionary 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$324K 0.03%
+1,395
77
$319K 0.03%
+8,252
78
$277K 0.03%
+3,587
79
$269K 0.03%
+2,109
80
$268K 0.03%
+7,390
81
$255K 0.03%
+4,039
82
$244K 0.03%
+1,220
83
$243K 0.03%
+10,000
84
$239K 0.03%
+5,966
85
$239K 0.03%
+2,084
86
$229K 0.02%
+5,000
87
$220K 0.02%
+2,441
88
$202K 0.02%
+2,879
89
$171K 0.02%
+2,620
1 2 3
4