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
$852M
AUM Growth
-$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$586K
3 +$393K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$378K
5
AMZN icon
Amazon
AMZN
+$273K

Top Sells

1 +$25.3M
2 +$18.8M
3 +$15.6M
4
BX icon
Blackstone
BX
+$715K
5
AAPL icon
Apple
AAPL
+$686K

Sector Composition

1 Technology 25.1%
2 Healthcare 13.55%
3 Financials 11.49%
4 Consumer Discretionary 11.46%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,688
102
-1,683
103
-598
104
-89,233
105
-3,500