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
$501M
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$2.01M
3
+$324K
4
EMR icon
Emerson Electric
EMR
+$222K
5
ACN icon
Accenture
ACN
+$214K

Top Sells

1
+$7.34M
2
+$5.6M
3
+$684K
4
BA icon
Boeing
BA
+$386K
5
IBB icon
iShares Biotechnology ETF
IBB
+$296K

Sector Composition

1 Technology 19.5%
2 Industrials 15.78%
3 Healthcare 12.4%
4 Financials 8.76%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.9M 1.78%
86,332
+1,038
27
$8.31M 1.66%
329,792
-9,576
28
$8.3M 1.66%
160,094
-515
29
$7.95M 1.59%
224,119
+2,421
30
$7.89M 1.57%
83,844
-421
31
$7.74M 1.54%
64,095
+80
32
$7.71M 1.54%
263,610
+3,770
33
$7.61M 1.52%
57,621
+968
34
$7.57M 1.51%
190,660
+2,950
35
$7.43M 1.48%
93,419
+2,074
36
$6.87M 1.37%
84,512
+2,627
37
$6.83M 1.36%
94,640
+1,870
38
$6.83M 1.36%
112,468
+875
39
$5.16M 1.03%
+32,387
40
$4.38M 0.87%
65,656
+1,000
41
$4.2M 0.84%
79,015
+1,761
42
$3.45M 0.69%
169,422
+4,847
43
$2.96M 0.59%
46,249
+701
44
$2.94M 0.59%
32,417
+800
45
$2.68M 0.54%
32,183
-114
46
$2.55M 0.51%
49,796
-13,360
47
$2.46M 0.49%
87,833
48
$2.35M 0.47%
68,580
-3,990
49
$2.01M 0.4%
+145,532
50
$1.95M 0.39%
42,465
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