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
$791M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$212K
2
+$208K
3
+$145K
4
AMZN icon
Amazon
AMZN
+$53.1K
5
JPM icon
JPMorgan Chase
JPM
+$52.3K

Top Sells

1
+$900K
2
+$462K
3
+$378K
4
AAPL icon
Apple
AAPL
+$302K
5
META icon
Meta Platforms (Facebook)
META
+$248K

Sector Composition

1 Technology 24.76%
2 Healthcare 13.1%
3 Consumer Discretionary 12.36%
4 Financials 11.44%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$289K 0.04%
865
77
$288K 0.04%
3,302
-373
78
$279K 0.04%
1,928
79
$279K 0.04%
3,924
80
$276K 0.03%
3,400
81
$276K 0.03%
1,205
82
$272K 0.03%
4,220
-590
83
$270K 0.03%
2,169
84
$249K 0.03%
1,735
85
$223K 0.03%
5,000
86
$220K 0.03%
1,851
87
$208K 0.03%
+1,114
88
$191K 0.02%
10,000
89
$90K 0.01%
10,913
90
– –
-6,050
91
– –
-6,995
92
– –
-2,121
93
– –
-1,540
94
– –
-5,966
95
– –
-1,345
1 2 3
4