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
$409M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$660K
3
+$633K
4
AAPL icon
Apple
AAPL
+$612K
5
FLR icon
Fluor
FLR
+$568K

Top Sells

1
+$4.58M
2
+$239K
3
+$225K
4
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$214K
5
T icon
AT&T
T
+$208K

Sector Composition

1 Technology 20.02%
2 Industrials 16.01%
3 Healthcare 9.28%
4 Consumer Staples 8.6%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.33M 1.79%
55,200
+2,175
27
$6.95M 1.7%
122,845
+3,950
28
$6.93M 1.69%
60,695
+1,350
29
$6.91M 1.69%
80,302
30
$6.8M 1.66%
67,130
+630
31
$6.56M 1.6%
332,844
-7,496
32
$6.5M 1.59%
200,888
+2,576
33
$6.25M 1.53%
151,274
+5,909
34
$6.22M 1.52%
103,448
+2,870
35
$5.99M 1.46%
214,382
+10,050
36
$5.92M 1.45%
231,800
+10,325
37
$5.91M 1.44%
257,613
+11,240
38
$5.89M 1.44%
114,785
+4,270
39
$5.47M 1.34%
74,315
+3,445
40
$3.32M 0.81%
71,451
+2,786
41
$3.31M 0.81%
54,671
-1,100
42
$2.51M 0.61%
30,310
+40
43
$2.4M 0.59%
88,044
-21
44
$2.4M 0.59%
79,200
-1,685
45
$2.34M 0.57%
133,846
+30,631
46
$2.34M 0.57%
26,995
47
$2.05M 0.5%
40,571
-863
48
$2M 0.49%
50,160
+3,855
49
$1.81M 0.44%
18,866
-100
50
$1.81M 0.44%
39,196
-725
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