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
$550M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$7.62M
3
+$6.82M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$976K
5
FLR icon
Fluor
FLR
+$323K

Top Sells

1
+$8.12M
2
+$7.68M
3
+$681K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$633K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$534K

Sector Composition

1 Technology 17.8%
2 Industrials 12.51%
3 Healthcare 12.19%
4 Communication Services 10.53%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.84%
27,940
+310
27
$9.97M 1.81%
149,743
+1,305
28
$9.75M 1.77%
95,540
+575
29
$9.71M 1.76%
229,535
+1,910
30
$8.89M 1.62%
114,902
+377
31
$8.85M 1.61%
172,440
+6,303
32
$8.84M 1.61%
268,927
33
$8.47M 1.54%
157,017
+3,518
34
$7.75M 1.41%
+143,900
35
$7.62M 1.38%
+67,016
36
$7.52M 1.37%
86,116
-351
37
$6.82M 1.24%
+229,920
38
$5.93M 1.08%
152,640
-16,300
39
$4.66M 0.85%
58,162
+796
40
$4.65M 0.84%
64,442
+1,691
41
$4.23M 0.77%
219,387
-27,677
42
$3.87M 0.7%
54,757
+401
43
$3.79M 0.69%
64,885
+272
44
$3.05M 0.55%
31,405
+625
45
$2.89M 0.52%
89,844
46
$2.64M 0.48%
41,763
+625
47
$2.17M 0.4%
40,857
+3,936
48
$2.12M 0.38%
18,342
49
$1.57M 0.29%
63,902
+470
50
$1.52M 0.28%
9,991
-35
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