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
$1.42B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$4.92M
3
+$973K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$611K
5
PANW icon
Palo Alto Networks
PANW
+$553K

Top Sells

1
+$4.18M
2
+$2.3M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.28M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$974K

Sector Composition

1 Technology 33.82%
2 Financials 11.41%
3 Healthcare 10.18%
4 Consumer Discretionary 8.98%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$147M 10.3%
1,207,466
-34,445
2
$103M 7.21%
440,750
-5,495
3
$87.8M 6.16%
152,955
-4,007
4
$83.7M 5.88%
194,618
-239
5
$66.4M 4.67%
356,539
+897
6
$51.3M 3.6%
57,861
-200
7
$50.9M 3.58%
307,180
+94
8
$45.7M 3.21%
298,724
-2,386
9
$44.6M 3.13%
211,336
-1,474
10
$39.3M 2.76%
111,171
+62
11
$36.3M 2.55%
212,496
+3,238
12
$35M 2.46%
139,865
-278
13
$34.7M 2.44%
213,033
-2,587
14
$33.8M 2.38%
210,679
-2,086
15
$33.8M 2.37%
54,575
+286
16
$33.1M 2.32%
291,278
-578
17
$31.7M 2.22%
208,920
+2,312
18
$31.4M 2.21%
114,745
-16
19
$29.8M 2.09%
1,007,968
+2,969
20
$29.3M 2.06%
368,583
-7,071
21
$29.2M 2.05%
106,355
+610
22
$28.7M 2.02%
399,607
+2,069
23
$28.4M 2%
120,034
+238
24
$28.2M 1.98%
179,472
+31,277
25
$27.2M 1.91%
231,481
+69,489
1
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