HCMNY

Howard Capital Management (New York) Portfolio holdings

AUM $891M
1-Year Est. Return 34.82%
This Quarter Est. Return
1 Year Est. Return
+34.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$891M
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$1.43M
3
+$842K
4
JPM icon
JPMorgan Chase
JPM
+$403K
5
NSC icon
Norfolk Southern
NSC
+$386K

Top Sells

1
+$1.43M
2
+$1.36M
3
+$920K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$635K
5
AMZN icon
Amazon
AMZN
+$619K

Sector Composition

1 Technology 21.99%
2 Communication Services 11.69%
3 Healthcare 11.25%
4 Financials 10.5%
5 Industrials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.74T
$64.4M 7.22%
485,099
-6,931
SPY icon
2
SPDR S&P 500 ETF Trust
SPY
$660B
$59M 6.62%
157,915
+10,735
AMZN icon
3
Amazon
AMZN
$2.27T
$51.9M 5.82%
318,740
-3,800
MSFT icon
4
Microsoft
MSFT
$3.82T
$41.4M 4.65%
186,247
-54
DIS icon
5
Walt Disney
DIS
$199B
$35.8M 4.02%
197,803
+148
META icon
6
Meta Platforms (Facebook)
META
$1.8T
$31.7M 3.56%
116,044
-732
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.06T
$28.6M 3.21%
326,860
-3,240
ACN icon
8
Accenture
ACN
$148B
$27.7M 3.11%
106,094
+778
XYL icon
9
Xylem
XYL
$35.5B
$27.2M 3.05%
266,987
-664
JPM icon
10
JPMorgan Chase
JPM
$810B
$26.8M 3.01%
211,011
+3,170
TMO icon
11
Thermo Fisher Scientific
TMO
$204B
$25.1M 2.81%
53,852
+214
NVDA icon
12
NVIDIA
NVDA
$4.46T
$24.8M 2.78%
1,899,280
+1,880
XBI icon
13
SPDR S&P Biotech ETF
XBI
$6.24B
$24.6M 2.76%
175,004
-1,851
PH icon
14
Parker-Hannifin
PH
$92.8B
$23.8M 2.67%
87,343
+843
COST icon
15
Costco
COST
$415B
$23.2M 2.61%
61,625
+502
BX icon
16
Blackstone
BX
$122B
$22.4M 2.51%
344,921
+3,656
FDX icon
17
FedEx
FDX
$56.1B
$21.8M 2.45%
84,103
+92
VMC icon
18
Vulcan Materials
VMC
$39B
$21.5M 2.41%
144,972
+1,069
ICE icon
19
Intercontinental Exchange
ICE
$87.9B
$21.2M 2.38%
183,695
+2,078
IQV icon
20
IQVIA
IQV
$34.8B
$21.1M 2.37%
118,014
+1,124
V icon
21
Visa
V
$664B
$20.2M 2.27%
92,566
+1,211
MRK icon
22
Merck
MRK
$212B
$20.1M 2.26%
257,811
+4,441
IYW icon
23
iShares US Technology ETF
IYW
$22.1B
$19.3M 2.17%
227,268
-16,764
LDOS icon
24
Leidos
LDOS
$23.7B
$18M 2.02%
171,218
+2,783
KO icon
25
Coca-Cola
KO
$295B
$17.9M 2.01%
326,044
+4,926
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