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
$1.08B
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$1.35M
3
+$1.32M
4
GPK icon
Graphic Packaging
GPK
+$1.17M
5
MRK icon
Merck
MRK
+$1.16M

Top Sells

1
+$17.7M
2
+$1.94M
3
+$377K
4
CORE
Core Mark Holding Co., Inc.
CORE
+$371K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$323K

Sector Composition

1 Technology 22.3%
2 Financials 13.93%
3 Communication Services 11.77%
4 Healthcare 11.13%
5 Consumer Discretionary 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-8,252
102
– –
-126,675
103
– –
-1,204
104
– –
-2,620
105
– –
-1,326
1 2 3 4
5