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
$519M
AUM Growth
-$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$820K
2
+$418K
3
+$350K
4
SLB icon
SLB Limited
SLB
+$324K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$288K

Top Sells

1
+$4.21M
2
+$289K
3
+$250K
4
NEE icon
NextEra Energy
NEE
+$213K
5
PG icon
Procter & Gamble
PG
+$178K

Sector Composition

1 Technology 18.38%
2 Industrials 14.87%
3 Healthcare 11.88%
4 Communication Services 9.17%
5 Financials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.94M 1.72%
340,672
-2,684
27
$8.72M 1.68%
278,990
+2,376
28
$8.62M 1.66%
158,424
+465
29
$8.38M 1.62%
146,659
+4,818
30
$8.12M 1.57%
98,771
+965
31
$8.11M 1.56%
86,573
+840
32
$8.02M 1.55%
206,660
+4,585
33
$7.88M 1.52%
56,876
+765
34
$7.75M 1.49%
221,449
+2,375
35
$7.36M 1.42%
102,035
+3,485
36
$7.32M 1.41%
115,153
+1,450
37
$7.07M 1.36%
83,160
-246
38
$6.9M 1.33%
270,091
+4,425
39
$6.01M 1.16%
33,302
+504
40
$4.97M 0.96%
65,922
+2,406
41
$4.51M 0.87%
80,826
+2,370
42
$3.77M 0.73%
51,998
+3,968
43
$3.67M 0.71%
173,638
+5,686
44
$3.6M 0.69%
68,280
+2,735
45
$2.92M 0.56%
88,566
+733
46
$2.83M 0.54%
43,796
47
$2.69M 0.52%
34,656
+1,328
48
$2.42M 0.47%
32,183
49
$2.17M 0.42%
57,540
-4,285
50
$2.13M 0.41%
42,573
+108
1
2
3 4