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
+$216K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.88M
2
+$1.15M
3
+$434K
4
BA icon
Boeing
BA
+$386K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$307K

Top Sells

1
+$7.82M
2
+$4.19M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$1.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.21M

Sector Composition

1 Technology 19.67%
2 Industrials 16.07%
3 Healthcare 11.3%
4 Financials 8.46%
5 Energy 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.74M 1.72%
56,653
-3,590
27
$8.66M 1.71%
221,698
-8,674
28
$8.61M 1.7%
128,445
-5,885
29
$8.48M 1.67%
84,265
-1,997
30
$8.44M 1.66%
160,609
-7,195
31
$8.22M 1.62%
339,368
-14,172
32
$8.12M 1.6%
187,710
+1,290
33
$7.64M 1.51%
127,840
-8,024
34
$7.48M 1.47%
111,593
-3,025
35
$7.34M 1.45%
125,781
-5,376
36
$7.27M 1.43%
64,015
-4,975
37
$7.14M 1.41%
92,770
-3,195
38
$6.88M 1.36%
+91,345
39
$6.84M 1.35%
259,840
-10,410
40
$6.62M 1.3%
81,885
-3,190
41
$4.32M 0.85%
64,656
+4,607
42
$4.18M 0.82%
77,254
-1,474
43
$3.29M 0.65%
164,575
+9,068
44
$3.17M 0.62%
31,617
-1,990
45
$3.06M 0.6%
63,156
+23,640
46
$2.77M 0.55%
45,548
+1,006
47
$2.72M 0.54%
32,297
-709
48
$2.55M 0.5%
72,570
-13,690
49
$2.47M 0.49%
87,833
-211
50
$1.91M 0.38%
18,960
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