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
$563M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$617K
2
+$523K
3
+$416K
4
IBB icon
iShares Biotechnology ETF
IBB
+$376K
5
KR icon
Kroger
KR
+$327K

Top Sells

1
+$976K
2
+$525K
3
+$355K
4
FDX icon
FedEx
FDX
+$274K
5
GS icon
Goldman Sachs
GS
+$236K

Sector Composition

1 Technology 17.66%
2 Industrials 12.71%
3 Healthcare 11.59%
4 Communication Services 10.34%
5 Financials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 1.82%
89,620
+1,723
27
$9.62M 1.71%
231,925
+2,390
28
$9.53M 1.69%
120,819
+83
29
$9.45M 1.68%
161,747
+4,730
30
$9.35M 1.66%
268,927
31
$9.34M 1.66%
95,315
-225
32
$9.22M 1.64%
175,468
+3,028
33
$8.66M 1.54%
69,226
+2,210
34
$8.47M 1.5%
115,345
+443
35
$8.26M 1.47%
239,399
+9,479
36
$8.18M 1.45%
145,005
+1,105
37
$7.76M 1.38%
86,021
-95
38
$5.54M 0.98%
143,440
-9,200
39
$4.97M 0.88%
213,577
-5,810
40
$4.69M 0.83%
57,632
-530
41
$4.68M 0.83%
67,838
+3,396
42
$4.04M 0.72%
53,568
-1,189
43
$3.96M 0.7%
63,631
-1,254
44
$2.82M 0.5%
30,780
-625
45
$2.78M 0.49%
41,138
-625
46
$2.77M 0.49%
89,844
47
$2.32M 0.41%
44,898
+4,041
48
$2.23M 0.4%
18,342
49
$1.74M 0.31%
16,836
50
$1.62M 0.29%
65,803
+1,901
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