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
$508M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$841K
3
+$806K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$802K
5
QCOM icon
Qualcomm
QCOM
+$775K

Top Sells

1
+$601K
2
+$379K
3
+$362K
4
NVS icon
Novartis
NVS
+$361K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$335K

Sector Composition

1 Technology 20.37%
2 Industrials 16%
3 Healthcare 9.54%
4 Financials 8.62%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.43M 1.66%
63,615
+2,480
27
$8.43M 1.66%
86,262
-226
28
$8.39M 1.65%
230,372
+7,615
29
$8.35M 1.64%
167,804
+7,565
30
$8.05M 1.59%
353,540
+16,144
31
$8.04M 1.58%
135,864
-607
32
$7.95M 1.57%
186,420
+12,955
33
$7.82M 1.54%
217,858
+6,786
34
$7.8M 1.54%
95,965
+5,650
35
$7.61M 1.5%
294,916
+17,798
36
$7.58M 1.49%
114,618
+6,025
37
$7.41M 1.46%
270,250
+14,950
38
$7.32M 1.44%
68,990
+1,530
39
$7.11M 1.4%
131,157
+8,401
40
$6.78M 1.34%
85,075
+4,730
41
$4.12M 0.81%
78,728
+5,826
42
$3.95M 0.78%
+70,855
43
$3.89M 0.77%
60,049
+4,785
44
$3.05M 0.6%
155,507
+14,137
45
$2.99M 0.59%
33,607
+2,396
46
$2.97M 0.58%
86,260
+4,165
47
$2.7M 0.53%
33,006
+845
48
$2.68M 0.53%
88,044
-86
49
$2.6M 0.51%
44,542
+2,935
50
$2.09M 0.41%
48,620
+4,130
1
2
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