HCMG

Howard Capital Management Group Portfolio holdings

AUM $1.58B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$1.12M
3
+$894K
4
TMO icon
Thermo Fisher Scientific
TMO
+$807K
5
TJX icon
TJX Companies
TJX
+$675K

Top Sells

1
+$11.3M
2
+$759K
3
+$709K
4
TSLA icon
Tesla
TSLA
+$667K
5
MSFT icon
Microsoft
MSFT
+$621K

Sector Composition

1 Technology 32.54%
2 Financials 13.02%
3 Consumer Discretionary 9.27%
4 Healthcare 7.8%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$331K 0.02%
17,350
102
$318K 0.02%
3,630
103
$309K 0.02%
3,387
104
$307K 0.02%
3,350
105
$302K 0.02%
1,500
106
$297K 0.02%
2,341
+3
107
$287K 0.02%
3,651
-20
108
$285K 0.02%
1,527
109
$282K 0.02%
2,076
110
$266K 0.02%
3,827
-125
111
$250K 0.02%
1,878
112
$248K 0.02%
528
113
$240K 0.02%
1,490
114
$237K 0.02%
1,500
-960
115
$226K 0.02%
9,234
116
$224K 0.02%
4,273
117
$219K 0.02%
2,640
-865
118
$218K 0.02%
1,106
119
$216K 0.02%
+1,520
120
$215K 0.01%
950
121
$214K 0.01%
688
122
$213K 0.01%
875
123
$209K 0.01%
3,022
124
$205K 0.01%
3,635
125
$203K 0.01%
+811
2 3 4
5
6