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
$1.06B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$5.52M
3
+$1.11M
4
V icon
Visa
V
+$933K
5
KO icon
Coca-Cola
KO
+$867K

Top Sells

1
+$12.7M
2
+$4.28M
3
+$344K
4
VMC icon
Vulcan Materials
VMC
+$198K
5
IBB icon
iShares Biotechnology ETF
IBB
+$155K

Sector Composition

1 Technology 21.92%
2 Financials 13.45%
3 Communication Services 11.77%
4 Consumer Discretionary 11.19%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$373K 0.04%
760
77
$371K 0.03%
8,252
78
$366K 0.03%
1,500
79
$347K 0.03%
1,395
80
$346K 0.03%
1,085
81
$335K 0.03%
+1,397
82
$326K 0.03%
3,500
83
$325K 0.03%
+1,114
84
$313K 0.03%
+390
85
$306K 0.03%
3,587
86
$305K 0.03%
+865
87
$301K 0.03%
+1,326
88
$296K 0.03%
2,109
89
$296K 0.03%
5,000
90
$290K 0.03%
1,220
91
$289K 0.03%
7,390
92
$272K 0.03%
2,084
93
$270K 0.03%
4,039
94
$263K 0.02%
+572
95
$243K 0.02%
5,966
96
$241K 0.02%
+6,995
97
$235K 0.02%
2,441
98
$235K 0.02%
10,000
99
$200K 0.02%
+1,204
100
$176K 0.02%
2,620
1 2 3
4
5