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
$834M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$6.92M
2
+$245K
3
+$243K
4
ABBV icon
AbbVie
ABBV
+$217K
5
RTX icon
RTX Corp
RTX
+$214K

Top Sells

1
+$913K
2
+$787K
3
+$640K
4
AAPL icon
Apple
AAPL
+$639K
5
MCD icon
McDonald's
MCD
+$614K

Sector Composition

1 Technology 23.89%
2 Healthcare 14.14%
3 Consumer Discretionary 12.46%
4 Financials 11.94%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.04%
948
77
$345K 0.04%
4,125
78
$322K 0.04%
1,792
+57
79
$294K 0.04%
2,169
80
$293K 0.04%
1,622
-1,200
81
$283K 0.03%
1,205
82
$282K 0.03%
3,924
83
$261K 0.03%
1,851
84
$245K 0.03%
+1,284
85
$243K 0.03%
+5,966
86
$234K 0.03%
3,390
-830
87
$217K 0.03%
+1,345
88
$214K 0.03%
+2,121
89
$212K 0.03%
+3,630
90
$211K 0.03%
+2,198
91
$208K 0.02%
1,114
92
$203K 0.02%
+3,000
93
$199K 0.02%
10,000
94
$73K 0.01%
10,913
95
– –
-5,000
96
– –
-1,928
1 2 3
4