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
$487M
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.32M
3
+$1.78M
4
MRK icon
Merck
MRK
+$1.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.04M

Top Sells

1
+$7.67M
2
+$2.5M
3
+$2.17M
4
DDD icon
3D Systems Corp
DDD
+$464K
5
PFG icon
Principal Financial Group
PFG
+$292K

Sector Composition

1 Technology 20.75%
2 Industrials 15.93%
3 Healthcare 9.08%
4 Financials 8.33%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.38M 1.72%
83,685
-21,663
27
$8.34M 1.71%
202,816
+16,086
28
$8.27M 1.7%
128,195
+5,350
29
$8.14M 1.67%
57,748
+2,548
30
$7.87M 1.62%
+90,315
31
$7.71M 1.58%
222,757
+8,375
32
$7.46M 1.53%
337,396
+4,552
33
$7.36M 1.51%
108,593
+5,145
34
$7.32M 1.5%
+173,465
35
$7.28M 1.49%
160,239
+8,965
36
$7.27M 1.49%
211,072
+10,184
37
$7.19M 1.48%
277,118
+19,505
38
$6.67M 1.37%
122,756
+7,971
39
$6.61M 1.36%
80,345
+6,030
40
$6.42M 1.32%
255,300
+23,500
41
$3.81M 0.78%
72,902
+1,451
42
$3.69M 0.76%
55,264
+593
43
$2.8M 0.58%
32,161
+5,166
44
$2.76M 0.57%
31,211
+901
45
$2.71M 0.56%
141,370
+7,524
46
$2.65M 0.54%
82,095
+2,895
47
$2.56M 0.53%
88,130
+86
48
$2.31M 0.47%
41,607
+1,036
49
$2.14M 0.44%
40,254
+1,058
50
$1.91M 0.39%
44,490
-5,670
1
2
3 4 5