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

Top Sells

1
+$25.2M
2
+$528K
3
+$518K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$247K
5
EMR icon
Emerson Electric
EMR
+$211K

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
1
$78.4M 8.3%
475,683
+20,690
2
$64M 6.77%
156,430
-7
3
$58.1M 6.15%
201,595
+12,659
4
$51M 5.39%
1,835,360
-18,650
5
$35.5M 3.76%
344,045
+2,700
6
$32.8M 3.47%
315,979
+5,784
7
$31.5M 3.33%
296,382
+2,769
8
$30.7M 3.25%
107,452
-285
9
$30.4M 3.22%
61,201
-247
10
$30.1M 3.18%
52,190
-200
11
$29.7M 3.14%
106,228
-621
12
$27.1M 2.87%
208,134
-849
13
$27.1M 2.87%
308,451
-835
14
$25.1M 2.66%
986,415
-3,690
15
$24.6M 2.6%
143,550
-780
16
$23.6M 2.5%
104,882
-351
17
$23.4M 2.47%
377,021
-1,149
18
$22.6M 2.39%
113,804
-530
19
$22.6M 2.39%
113,007
+6,365
20
$21.5M 2.27%
93,882
-274
21
$21.2M 2.24%
202,907
-674
22
$21M 2.22%
82,655
+325
23
$20.8M 2.2%
207,485
+2,183
24
$20.3M 2.15%
263,450
+259,325
25
$19.7M 2.09%
212,419
+2,823
1
2 3 4 5