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
$525M
AUM Growth
+$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$3.37M
3
+$974K
4
KHC icon
Kraft Heinz
KHC
+$508K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$266K

Top Sells

1
+$4.04M
2
+$3.6M
3
+$2.9M
4
IBB icon
iShares Biotechnology ETF
IBB
+$799K
5
AXP icon
American Express
AXP
+$746K

Sector Composition

1 Technology 17.31%
2 Industrials 13.81%
3 Healthcare 11.78%
4 Financials 9.89%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.88M 1.69%
157,868
-556
27
$8.79M 1.67%
+25,405
28
$8.65M 1.65%
90,685
-30,395
29
$8.52M 1.62%
99,296
+525
30
$8.44M 1.61%
277,623
-1,367
31
$8.3M 1.58%
85,798
-775
32
$8.19M 1.56%
220,876
-573
33
$7.88M 1.5%
148,554
+1,895
34
$7.83M 1.49%
209,181
+2,521
35
$7.48M 1.42%
57,008
+132
36
$7.37M 1.4%
115,525
+372
37
$7.2M 1.37%
102,553
+518
38
$7.15M 1.36%
270,940
+849
39
$7.06M 1.34%
33,256
-46
40
$6.9M 1.31%
82,905
-255
41
$4.96M 0.94%
64,838
-1,084
42
$4.5M 0.86%
83,287
+2,461
43
$4.08M 0.78%
54,853
+2,855
44
$3.98M 0.76%
186,072
+12,434
45
$2.9M 0.55%
43,596
-200
46
$2.83M 0.54%
37,686
+3,030
47
$2.82M 0.54%
88,566
48
$2.58M 0.49%
32,183
49
$2.05M 0.39%
41,973
-600
50
$2.04M 0.39%
53,651
-3,889
1
2
3 4