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
$1.08B
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$1.35M
3
+$1.32M
4
GPK icon
Graphic Packaging
GPK
+$1.17M
5
MRK icon
Merck
MRK
+$1.16M

Top Sells

1
+$17.7M
2
+$1.94M
3
+$377K
4
CORE
Core Mark Holding Co., Inc.
CORE
+$371K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$323K

Sector Composition

1 Technology 22.3%
2 Financials 13.93%
3 Communication Services 11.77%
4 Healthcare 11.13%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.04%
5,590
77
$374K 0.03%
1,558
+58
78
$368K 0.03%
1,395
79
$365K 0.03%
760
80
$356K 0.03%
1,085
81
$334K 0.03%
1,928
82
$329K 0.03%
1,220
83
$325K 0.03%
1,139
+25
84
$324K 0.03%
3,766
+179
85
$318K 0.03%
7,390
86
$308K 0.03%
390
87
$307K 0.03%
1,397
88
$290K 0.03%
865
89
$274K 0.03%
5,000
90
$270K 0.03%
3,500
91
$265K 0.02%
1,994
-115
92
$265K 0.02%
2,084
93
$249K 0.02%
6,995
94
$236K 0.02%
3,994
-45
95
$230K 0.02%
2,441
96
$226K 0.02%
572
97
$220K 0.02%
5,966
98
$217K 0.02%
10,000
99
$208K 0.02%
+902
100
$201K 0.02%
+2,554
1 2 3
4
5