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
$636M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$8.26M
3
+$8.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.23M
5
KO icon
Coca-Cola
KO
+$847K

Top Sells

1
+$6.78M
2
+$1.25M
3
+$1.14M
4
XYZ
Block Inc
XYZ
+$518K
5
AAPL icon
Apple
AAPL
+$473K

Sector Composition

1 Technology 16.24%
2 Industrials 11.5%
3 Healthcare 11.23%
4 Communication Services 10.3%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 1.86%
91,707
+218
27
$11.5M 1.8%
174,328
+3,042
28
$10.2M 1.61%
184,412
+1,400
29
$10.1M 1.59%
116,177
-1,885
30
$9.83M 1.54%
291,295
+900
31
$9.66M 1.52%
146,474
-248
32
$9.54M 1.5%
171,201
+2,774
33
$9.11M 1.43%
71,897
+670
34
$8.6M 1.35%
187,888
+4,843
35
$8.26M 1.3%
+47,365
36
$8.1M 1.27%
+90,445
37
$6.99M 1.1%
86,627
-1,806
38
$6.1M 0.96%
261,619
+6,390
39
$5.95M 0.94%
131,020
-6,740
40
$5.88M 0.92%
74,139
+3,931
41
$5.72M 0.9%
63,839
+2,371
42
$5.48M 0.86%
222,043
+1,105
43
$4.69M 0.74%
68,904
+2,412
44
$3.98M 0.63%
61,341
+3,977
45
$3.61M 0.57%
30,730
-34
46
$3.31M 0.52%
60,160
+5,261
47
$3.1M 0.49%
41,698
48
$2.86M 0.45%
89,791
-1,465
49
$2.73M 0.43%
17,842
-127
50
$2.08M 0.33%
16,836
1
2
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