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
$649M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.56M
3
+$8.61M
4
TMO icon
Thermo Fisher Scientific
TMO
+$615K
5
KO icon
Coca-Cola
KO
+$398K

Top Sells

1
+$12.4M
2
+$8.6M
3
+$6.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.16M
5
AAPL icon
Apple
AAPL
+$371K

Sector Composition

1 Technology 19.98%
2 Industrials 11.6%
3 Healthcare 11.58%
4 Communication Services 10.38%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 1.78%
184,831
+419
27
$11.3M 1.74%
296,030
+4,735
28
$11.2M 1.72%
175,206
+4,005
29
$11M 1.7%
93,855
+2,148
30
$10.3M 1.58%
+90,730
31
$10.1M 1.55%
116,594
+417
32
$10.1M 1.55%
146,472
-2
33
$9.58M 1.48%
50,615
+3,250
34
$9.56M 1.47%
+51,230
35
$8.99M 1.38%
94,530
+4,085
36
$8.79M 1.36%
73,533
+1,636
37
$8.61M 1.33%
+145,421
38
$7.09M 1.09%
86,482
-145
39
$6.18M 0.95%
75,570
+1,431
40
$5.96M 0.92%
124,220
-6,800
41
$5.88M 0.91%
65,299
+1,460
42
$5.76M 0.89%
222,604
+561
43
$4.99M 0.77%
70,240
+1,336
44
$4.35M 0.67%
63,473
+2,132
45
$3.33M 0.51%
30,027
-703
46
$3.23M 0.5%
59,836
-324
47
$3.04M 0.47%
89,791
48
$2.79M 0.43%
17,842
49
$2.64M 0.41%
41,698
50
$2.11M 0.33%
16,836
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