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
$1.1B
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$681K
3
+$514K
4
FDX icon
FedEx
FDX
+$359K
5
IYG icon
iShares US Financial Services ETF
IYG
+$304K

Top Sells

1
+$20.3M
2
+$18.5M
3
+$1.12M
4
BX icon
Blackstone
BX
+$878K
5
RHP icon
Ryman Hospitality Properties
RHP
+$825K

Sector Composition

1 Technology 25.54%
2 Financials 13.44%
3 Healthcare 11.07%
4 Consumer Discretionary 10.92%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$215K 0.02%
10,000
102
$210K 0.02%
+2,121
103
$205K 0.02%
3,946
104
– –
-107,781
105
– –
-1,490
106
– –
-2,565
107
– –
-8,969
108
– –
-572
109
– –
-948
110
– –
-3,308
111
– –
-1,726
1 2 3 4
5