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
-$250K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$6.96M
3
+$3.3M
4
IYW icon
iShares US Technology ETF
IYW
+$2.31M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$996K

Top Sells

1
+$8.53M
2
+$7.7M
3
+$7.2M
4
IDGT icon
iShares US Digital Infrastructure and Real Estate ETF
IDGT
+$1.54M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.04M

Sector Composition

1 Technology 17.63%
2 Healthcare 12.8%
3 Industrials 12.63%
4 Communication Services 11.1%
5 Financials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.23M 1.81%
225,782
+925
27
$9.05M 1.78%
279,767
-2,341
28
$8.94M 1.75%
111,190
+7,262
29
$8.9M 1.75%
113,497
-1,931
30
$8.7M 1.71%
146,914
+713
31
$8.6M 1.69%
160,160
+8,450
32
$7.94M 1.56%
129,372
+3,116
33
$7.69M 1.51%
158,982
+3,236
34
$7.52M 1.48%
+92,795
35
$6.85M 1.34%
81,987
+843
36
$6.6M 1.29%
177,140
-24,140
37
$5.14M 1.01%
260,220
+46,761
38
$4.79M 0.94%
60,575
-5,369
39
$4.68M 0.92%
161,775
+114,075
40
$4.4M 0.86%
64,960
+4,376
41
$3.82M 0.75%
68,887
-18,723
42
$3.56M 0.7%
57,600
+12,121
43
$3.02M 0.59%
30,780
44
$2.58M 0.51%
41,138
45
$2.52M 0.5%
89,790
+1,224
46
$2.3M 0.45%
18,306
+449
47
$2.07M 0.41%
39,060
-2,894
48
$1.49M 0.29%
10,272
+280
49
$1.47M 0.29%
66,997
+6,133
50
$1.33M 0.26%
21,178
+589
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