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
$599M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.16M
3
+$835K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$766K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$644K

Top Sells

1
+$9.34M
2
+$9.23M
3
+$1.95M
4
XYL icon
Xylem
XYL
+$1.8M
5
GS icon
Goldman Sachs
GS
+$436K

Sector Composition

1 Technology 17.14%
2 Industrials 12.02%
3 Communication Services 11.02%
4 Healthcare 9.89%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 1.75%
290,395
+5,028
27
$10.5M 1.75%
246,560
+14,635
28
$9.63M 1.61%
183,045
+7,577
29
$9.19M 1.54%
183,012
-35,794
30
$9.16M 1.53%
168,427
+6,680
31
$9.09M 1.52%
118,062
+2,717
32
$8.78M 1.47%
146,722
+1,717
33
$8.58M 1.43%
71,227
+2,001
34
$7.53M 1.26%
255,229
+15,830
35
$7.25M 1.21%
88,433
+2,412
36
$5.71M 0.95%
137,760
-5,680
37
$5.41M 0.9%
61,468
+3,836
38
$5.24M 0.88%
220,938
+7,361
39
$5.22M 0.87%
70,208
+2,370
40
$4.33M 0.72%
66,492
+2,861
41
$4.01M 0.67%
57,364
+3,796
42
$3.47M 0.58%
30,764
-16
43
$3M 0.5%
54,899
+10,001
44
$2.98M 0.5%
41,698
+560
45
$2.96M 0.49%
91,256
+1,412
46
$2.33M 0.39%
17,969
-373
47
$1.83M 0.31%
16,836
48
$1.76M 0.29%
67,708
+1,905
49
$1.7M 0.28%
72,088
+49,306
50
$1.67M 0.28%
10,002
+11
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