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
$1.04B
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$776K
2
+$543K
3
+$425K
4
HSY icon
Hershey
HSY
+$400K
5
NEE icon
NextEra Energy
NEE
+$357K

Top Sells

1
+$2.79M
2
+$607K
3
+$350K
4
CUBE icon
CubeSmart
CUBE
+$176K
5
CCI icon
Crown Castle
CCI
+$151K

Sector Composition

1 Technology 28.47%
2 Healthcare 11.48%
3 Financials 11.23%
4 Consumer Discretionary 9.35%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$387K 0.04%
2,761
77
$378K 0.04%
1,854
78
$365K 0.04%
1,215
79
$362K 0.03%
4,101
80
$358K 0.03%
785
81
$326K 0.03%
865
82
$302K 0.03%
1,536
83
$298K 0.03%
19,832
84
$282K 0.03%
3,000
85
$281K 0.03%
3,082
+202
86
$273K 0.03%
3,000
87
$262K 0.03%
1,761
88
$246K 0.02%
1,120
89
$246K 0.02%
1,284
90
$240K 0.02%
6,749
+1
91
$230K 0.02%
1,114
92
$224K 0.02%
6,656
93
$223K 0.02%
2,000
94
$223K 0.02%
5,450
95
$214K 0.02%
3,630
96
$213K 0.02%
3,674
97
$208K 0.02%
569
98
$207K 0.02%
3,346
-44
99
$176K 0.02%
3,688
100
$174K 0.02%
+2,983
1 2 3
4
5