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
$1.21B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$709K
3
+$704K
4
V icon
Visa
V
+$661K
5
AMZN icon
Amazon
AMZN
+$637K

Top Sells

1
+$1.58M
2
+$736K
3
+$542K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$406K
5
TMO icon
Thermo Fisher Scientific
TMO
+$384K

Sector Composition

1 Technology 24.31%
2 Financials 12.89%
3 Healthcare 11.31%
4 Consumer Discretionary 10.96%
5 Communication Services 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$485K 0.04%
1,609
+214
77
$482K 0.04%
2,772
78
$476K 0.04%
3,400
79
$472K 0.04%
5,590
80
$417K 0.03%
+2,565
81
$406K 0.03%
+3,308
82
$402K 0.03%
1,928
83
$388K 0.03%
750
-10
84
$385K 0.03%
4,125
+1,571
85
$356K 0.03%
1,220
86
$337K 0.03%
5,000
87
$330K 0.03%
390
88
$313K 0.03%
1,114
-25
89
$297K 0.02%
865
90
$288K 0.02%
6,995
91
$282K 0.02%
+598
92
$281K 0.02%
1,397
93
$262K 0.02%
948
+46
94
$255K 0.02%
2,169
+85
95
$252K 0.02%
1,558
96
$250K 0.02%
3,500
97
$247K 0.02%
1,851
-143
98
$245K 0.02%
3,924
-70
99
$244K 0.02%
+3,688
100
$238K 0.02%
+1,490
1 2 3
4
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