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
$382M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.4M
3
+$14.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.4M
5
CVX icon
Chevron
CVX
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.45%
2 Industrials 15.08%
3 Healthcare 9.45%
4 Consumer Staples 9.44%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.54M 1.71%
+110,316
27
$6.26M 1.64%
+340,340
28
$6.2M 1.62%
+141,280
29
$6M 1.57%
+145,365
30
$5.97M 1.56%
+246,373
31
$5.91M 1.55%
+118,895
32
$5.85M 1.53%
+59,345
33
$5.75M 1.51%
+53,025
34
$5.57M 1.46%
+66,500
35
$5.55M 1.45%
+100,578
36
$5.51M 1.44%
+110,515
37
$5.5M 1.44%
+204,332
38
$5.23M 1.37%
+221,475
39
$5.1M 1.33%
+70,870
40
$4.58M 1.2%
+66,575
41
$3.15M 0.82%
+55,771
42
$2.93M 0.77%
+68,665
43
$2.37M 0.62%
+30,270
44
$2.34M 0.61%
+88,065
45
$2.34M 0.61%
+26,995
46
$2.32M 0.61%
+80,885
47
$1.97M 0.52%
+41,434
48
$1.88M 0.49%
+18,966
49
$1.84M 0.48%
+46,305
50
$1.78M 0.47%
+39,921
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