HCMG

Howard Capital Management Group Portfolio holdings

AUM $1.58B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$1.12M
3
+$894K
4
TMO icon
Thermo Fisher Scientific
TMO
+$807K
5
TJX icon
TJX Companies
TJX
+$675K

Top Sells

1
+$11.3M
2
+$759K
3
+$709K
4
TSLA icon
Tesla
TSLA
+$667K
5
MSFT icon
Microsoft
MSFT
+$621K

Sector Composition

1 Technology 32.54%
2 Financials 13.02%
3 Consumer Discretionary 9.27%
4 Healthcare 7.8%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$603K 0.04%
4,568
77
$599K 0.04%
8,574
-350
78
$594K 0.04%
18,566
79
$568K 0.04%
915
+66
80
$568K 0.04%
19,610
81
$508K 0.04%
2,207
82
$486K 0.03%
4,449
83
$482K 0.03%
618
84
$466K 0.03%
883
85
$463K 0.03%
3,400
86
$454K 0.03%
11,209
+9
87
$452K 0.03%
3,492
+1
88
$442K 0.03%
836
89
$440K 0.03%
865
90
$405K 0.03%
715
-20
91
$397K 0.03%
4,950
-500
92
$394K 0.03%
1,926
93
$393K 0.03%
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94
$391K 0.03%
9,570
-1,280
95
$389K 0.03%
+5,357
96
$373K 0.03%
2,012
97
$351K 0.02%
2,403
98
$348K 0.02%
2,700
99
$345K 0.02%
1,114
100
$336K 0.02%
13,881
2 3
4
5 6