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
$1.21B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$709K
3
+$704K
4
V icon
Visa
V
+$661K
5
AMZN icon
Amazon
AMZN
+$637K

Top Sells

1
+$1.58M
2
+$736K
3
+$542K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$406K
5
TMO icon
Thermo Fisher Scientific
TMO
+$384K

Sector Composition

1 Technology 24.31%
2 Financials 12.89%
3 Healthcare 11.31%
4 Consumer Discretionary 10.96%
5 Communication Services 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.1M 6.94%
473,527
-1,232
2
$74.1M 6.12%
156,109
+1,060
3
$65.1M 5.37%
193,578
-380
4
$56.8M 4.68%
340,500
+3,820
5
$56.4M 4.66%
1,919,220
-25,040
6
$46.4M 3.83%
320,520
-2,800
7
$46M 3.8%
111,007
-237
8
$42.4M 3.5%
327,771
-12,220
9
$39.8M 3.28%
118,323
+605
10
$36.8M 3.04%
64,892
-955
11
$36.3M 3%
54,406
-575
12
$33.5M 2.77%
211,756
-1,420
13
$33.4M 2.75%
118,224
-980
14
$31.7M 2.61%
204,537
+4,576
15
$31M 2.56%
149,291
+557
16
$29.8M 2.46%
111,340
+913
17
$29.3M 2.42%
270,060
+2,665
18
$28.8M 2.37%
90,403
+502
19
$28.1M 2.32%
205,503
+1,133
20
$24.2M 1.99%
210,528
-2
21
$24.1M 1.99%
98,817
-715
22
$24.1M 1.99%
93,188
+2,377
23
$23.2M 1.92%
107,229
+3,052
24
$23.2M 1.91%
391,738
+8,501
25
$23M 1.9%
299,771
+6,447
1
2 3 4 5