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
$492M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.41M
3
+$2.34M
4
CVS icon
CVS Health
CVS
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$630K

Top Sells

1
+$8.07M
2
+$1.36M
3
+$838K
4
AAPL icon
Apple
AAPL
+$240K
5
YPF icon
YPF
YPF
+$219K

Sector Composition

1 Technology 17.77%
2 Industrials 12.52%
3 Healthcare 11.9%
4 Communication Services 10.18%
5 Financials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.73M 1.78%
353,172
+9,520
27
$8.59M 1.75%
259,516
+10,503
28
$8.45M 1.72%
280,316
+2,693
29
$8.1M 1.65%
157,787
-81
30
$8.05M 1.64%
91,090
+405
31
$8M 1.63%
26,901
+1,496
32
$7.69M 1.56%
116,569
+1,044
33
$7.42M 1.51%
225,804
+4,928
34
$7.25M 1.47%
214,077
+4,896
35
$6.78M 1.38%
104,668
+2,115
36
$6.69M 1.36%
276,821
+5,881
37
$6.54M 1.33%
154,368
+5,814
38
$6.16M 1.25%
82,861
-44
39
$5.67M 1.15%
33,174
-82
40
$4.84M 0.99%
65,209
+371
41
$4.35M 0.89%
87,269
+3,982
42
$3.91M 0.79%
196,342
+10,270
43
$3.79M 0.77%
57,153
+2,300
44
$2.64M 0.54%
88,566
45
$2.58M 0.53%
43,596
46
$2.55M 0.52%
32,183
47
$2.53M 0.51%
41,318
+3,632
48
$2.3M 0.47%
42,213
+240
49
$1.92M 0.39%
53,466
-185
50
$1.91M 0.39%
40,473
+741
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