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
$680M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$8.71M
3
+$2.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$567K
5
ALL icon
Allstate
ALL
+$209K

Top Sells

1
+$8.95M
2
+$1.12M
3
+$459K
4
META icon
Meta Platforms (Facebook)
META
+$443K
5
MSFT icon
Microsoft
MSFT
+$333K

Sector Composition

1 Technology 20.79%
2 Healthcare 10.8%
3 Communication Services 10.43%
4 Industrials 9.84%
5 Financials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12M 1.77%
351,594
27
$11.4M 1.68%
94,724
+869
28
$11M 1.61%
162,578
-16,546
29
$10.8M 1.59%
176,010
+804
30
$10.4M 1.52%
88,450
-2,280
31
$10.3M 1.51%
145,669
-803
32
$10M 1.47%
116,146
-448
33
$9.68M 1.42%
51,536
+306
34
$9.62M 1.41%
50,645
+30
35
$9.55M 1.4%
74,434
+901
36
$9.39M 1.38%
145,397
-24
37
$9.23M 1.36%
94,335
-195
38
$8.71M 1.28%
+231,175
39
$7.23M 1.06%
86,488
+6
40
$6.28M 0.92%
120,060
-4,160
41
$6.24M 0.92%
63,180
-2,119
42
$6.13M 0.9%
219,600
-3,004
43
$5.34M 0.78%
70,557
+317
44
$4.62M 0.68%
63,909
+436
45
$3.45M 0.51%
60,632
+796
46
$3.17M 0.47%
30,027
47
$3.09M 0.45%
89,791
48
$3.07M 0.45%
17,842
49
$2.98M 0.44%
41,698
50
$2.63M 0.39%
16,836
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