HCMG
Howard Capital Management Group Portfolio holdings
AUM
$1.44B
This Quarter Return
+12.89%
1 Year Return
+15.51%
3 Year Return
+103.99%
5 Year Return
–
10 Year Return
–
AUM
$1.44B
AUM Growth
+$1.44B
(+12%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
54%
Holding
143
New
5
Increased
22
Reduced
39
Closed
5
Top Buys
| 1 |
Ametek
AME
|
$28.2M |
| 2 |
Merck
MRK
|
$1.12M |
| 3 |
IQVIA
IQV
|
$894K |
| 4 |
Thermo Fisher Scientific
TMO
|
$807K |
| 5 |
TJX Companies
TJX
|
$675K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$11.3M |
| 2 |
Costco
COST
|
$759K |
| 3 |
JPMorgan Chase
JPM
|
$709K |
| 4 |
Tesla
TSLA
|
$667K |
| 5 |
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% |
