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
$946M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$20M
2 +$3.65M
3 +$3.41M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.54M
5
CRM icon
Salesforce
CRM
+$1.27M

Sector Composition

1 Technology 27.91%
2 Healthcare 12.9%
3 Financials 11.13%
4 Consumer Discretionary 9.85%
5 Consumer Staples 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$198K 0.02%
10,000
102
$67.6K 0.01%
10,913
103
$45.4K ﹤0.01%
+11,000
104
-2,198