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
$510M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$3.26M
3
+$1.19M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.01M
5
CVS icon
CVS Health
CVS
+$392K

Top Sells

1
+$11.9M
2
+$6.85M
3
+$6.21M
4
ILMN icon
Illumina
ILMN
+$5.67M
5
NKE icon
Nike
NKE
+$958K

Sector Composition

1 Technology 16.98%
2 Communication Services 11.39%
3 Industrials 11.32%
4 Healthcare 11.15%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.78M 1.72%
126,256
-1,066
27
$8.53M 1.67%
260,906
+1,390
28
$8.47M 1.66%
155,746
-2,041
29
$8.39M 1.64%
115,428
-1,141
30
$8.34M 1.64%
166,874
-9,637
31
$8.22M 1.61%
103,928
-740
32
$8.21M 1.61%
224,857
-947
33
$7.88M 1.55%
89,564
-834
34
$7.64M 1.5%
201,280
-314,620
35
$7.2M 1.41%
209,077
-5,000
36
$7.16M 1.41%
151,710
-2,658
37
$6.33M 1.24%
81,144
-1,717
38
$5.15M 1.01%
65,944
+735
39
$4.64M 0.91%
87,610
+341
40
$4.46M 0.88%
213,459
+17,117
41
$4.36M 0.86%
60,584
+3,431
42
$2.99M 0.59%
43,446
-150
43
$2.74M 0.54%
45,479
+4,161
44
$2.71M 0.53%
88,566
45
$2.71M 0.53%
30,780
-1,403
46
$2.4M 0.47%
41,138
-1,075
47
$2.12M 0.42%
41,954
+1,481
48
$2.11M 0.41%
17,857
49
$2.01M 0.39%
54,242
+776
50
$1.34M 0.26%
47,700
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