HCMG

Howard Capital Management Group Portfolio holdings

AUM $1.58B
1-Year Est. Return 20.08%
This Fund
S&P 500
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
+$26.8M
2
+$1.12M
3
+$854K
4
TMO icon
Thermo Fisher Scientific
TMO
+$832K
5
TJX icon
TJX Companies
TJX
+$693K

Top Sells

1
+$8.99M
2
+$762K
3
+$633K
4
JPM icon
JPMorgan Chase
JPM
+$624K
5
MSFT icon
Microsoft
MSFT
+$542K

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
126
$203K 0.01%
979
127
$202K 0.01%
+3,537
128
$187K 0.01%
1,400
129
$185K 0.01%
1,316
130
$131K 0.01%
10,000
131
$124K 0.01%
1,048
-100
132
$92.6K 0.01%
835
133
$61.5K ﹤0.01%
10,913
134
$26K ﹤0.01%
10,000
135
$4.64K ﹤0.01%
46
+18
136
– –
-6,656
137
– –
-3,688
138
– –
-1,170
139
– –
-3,455
140
– –
-710
2 3 4 5
6