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
$520M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$420K
3
+$350K
4
T icon
AT&T
T
+$346K
5
MSFT icon
Microsoft
MSFT
+$308K

Top Sells

1
+$1.13M
2
+$500K
3
+$335K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$284K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$264K

Sector Composition

1 Technology 16.48%
2 Healthcare 13.53%
3 Industrials 12.4%
4 Communication Services 10.68%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.46M 1.82%
27,630
+340
27
$9.34M 1.8%
284,864
+5,097
28
$9.22M 1.77%
148,438
+1,524
29
$9.06M 1.74%
114,525
+1,028
30
$8.69M 1.67%
115,861
+4,671
31
$8.19M 1.57%
166,137
+5,977
32
$8.11M 1.56%
86,467
+4,480
33
$8.01M 1.54%
131,860
+2,488
34
$7.85M 1.51%
268,927
+107,152
35
$7.68M 1.48%
162,242
+3,260
36
$7.44M 1.43%
94,965
+2,170
37
$5.85M 1.12%
168,940
-8,200
38
$4.96M 0.95%
247,064
-13,156
39
$4.5M 0.86%
62,751
-2,209
40
$4.48M 0.86%
57,366
-3,209
41
$3.71M 0.71%
54,356
-3,244
42
$3.62M 0.7%
64,613
-4,274
43
$3.13M 0.6%
30,780
44
$3M 0.58%
89,844
+54
45
$2.84M 0.55%
41,138
46
$2.21M 0.42%
18,342
+36
47
$2.04M 0.39%
36,921
-2,139
48
$1.5M 0.29%
63,432
-3,565
49
$1.46M 0.28%
10,026
-246
50
$1.44M 0.28%
20,200
1
2
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