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
$521M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$815K
3
+$605K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$423K
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$421K

Top Sells

1
+$3.73M
2
+$3.25M
3
+$1.66M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.15M
5
DIS icon
Walt Disney
DIS
+$607K

Sector Composition

1 Technology 18.93%
2 Industrials 15.34%
3 Healthcare 11.7%
4 Financials 9.1%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.96M 1.72%
343,356
+13,564
27
$8.87M 1.7%
571,420
+6,320
28
$8.66M 1.66%
157,959
-2,135
29
$8.6M 1.65%
141,841
+6,255
30
$8.34M 1.6%
219,074
-5,045
31
$8.09M 1.55%
56,111
-1,510
32
$7.9M 1.52%
265,666
+2,056
33
$7.71M 1.48%
83,406
-438
34
$7.66M 1.47%
85,733
+1,221
35
$7.63M 1.47%
+97,806
36
$7.6M 1.46%
113,703
+1,235
37
$7.45M 1.43%
202,075
+11,415
38
$6.86M 1.32%
98,550
+3,910
39
$5.89M 1.13%
32,798
+411
40
$5.45M 1.05%
65,545
+1,450
41
$4.58M 0.88%
63,516
-2,140
42
$4.44M 0.85%
78,456
-559
43
$3.65M 0.7%
167,952
-1,470
44
$3.28M 0.63%
48,030
+1,781
45
$2.64M 0.51%
33,328
+911
46
$2.62M 0.5%
32,183
47
$2.6M 0.5%
87,833
48
$2.58M 0.5%
43,796
-6,000
49
$2.3M 0.44%
61,825
-6,755
50
$2.09M 0.4%
42,465
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