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
$946M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$3.65M
3
+$3.41M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.54M
5
CRM icon
Salesforce
CRM
+$1.27M

Top Sells

1
+$25.2M
2
+$528K
3
+$518K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$247K
5
EMR icon
Emerson Electric
EMR
+$211K

Sector Composition

1 Technology 27.91%
2 Healthcare 12.9%
3 Financials 11.13%
4 Consumer Discretionary 9.85%
5 Consumer Staples 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$384K 0.04%
19,973
77
$362K 0.04%
2,761
+910
78
$360K 0.04%
785
79
$357K 0.04%
1,686
-87
80
$357K 0.04%
865
81
$346K 0.04%
3,304
+1
82
$326K 0.03%
+4,273
83
$325K 0.03%
+4,798
84
$295K 0.03%
1,852
+507
85
$281K 0.03%
1,257
+52
86
$273K 0.03%
1,284
87
$257K 0.03%
6,656
+690
88
$255K 0.03%
3,674
-250
89
$244K 0.03%
2,495
+374
90
$242K 0.03%
3,390
91
$240K 0.03%
2,169
92
$239K 0.03%
3,000
93
$232K 0.02%
1,114
94
$220K 0.02%
+6,749
95
$219K 0.02%
3,630
96
$214K 0.02%
+3,829
97
$212K 0.02%
+1,141
98
$207K 0.02%
+2,041
99
$205K 0.02%
+596
100
$204K 0.02%
+5,450
1 2 3
4
5