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
$1.04B
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$776K
2
+$543K
3
+$425K
4
HSY icon
Hershey
HSY
+$400K
5
NEE icon
NextEra Energy
NEE
+$357K

Top Sells

1
+$2.79M
2
+$607K
3
+$350K
4
CUBE icon
CubeSmart
CUBE
+$176K
5
CCI icon
Crown Castle
CCI
+$151K

Sector Composition

1 Technology 28.47%
2 Healthcare 11.48%
3 Financials 11.23%
4 Consumer Discretionary 9.35%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$164K 0.02%
1,000
-891
102
$164K 0.02%
1,698
103
$161K 0.02%
1,490
104
$159K 0.02%
2,203
-132
105
$146K 0.01%
10,000
106
$146K 0.01%
392
+200
107
$95K 0.01%
2,086
108
$64.4K 0.01%
10,913
109
$62.6K 0.01%
+835
110
$53.7K 0.01%
25,100
111
$40K ﹤0.01%
2,500
112
$7.17K ﹤0.01%
46
113
– –
-163
114
– –
-3,946
115
– –
-1,328
1 2 3 4
5