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
$1.21B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$709K
3
+$704K
4
V icon
Visa
V
+$661K
5
AMZN icon
Amazon
AMZN
+$637K

Top Sells

1
+$1.58M
2
+$736K
3
+$542K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$406K
5
TMO icon
Thermo Fisher Scientific
TMO
+$384K

Sector Composition

1 Technology 24.31%
2 Financials 12.89%
3 Healthcare 11.31%
4 Consumer Discretionary 10.96%
5 Communication Services 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$232K 0.02%
2,498
+57
102
$225K 0.02%
+3,946
103
$217K 0.02%
6,049
+83
104
$215K 0.02%
+948
105
$212K 0.02%
10,000
106
$212K 0.02%
572
107
$205K 0.02%
+1,726
108
$204K 0.02%
+1,735
109
– –
-3,766
1 2 3 4
5