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
$686M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$9.01M
3
+$4.43M
4
IQV icon
IQVIA
IQV
+$3M
5
HPP
Hudson Pacific Properties
HPP
+$2.07M

Top Sells

1
+$13.6M
2
+$10.4M
3
+$1.94M
4
ACN icon
Accenture
ACN
+$327K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$317K

Sector Composition

1 Technology 18.9%
2 Healthcare 11.28%
3 Industrials 11.13%
4 Communication Services 9.76%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.7M 1.86%
293,321
+14,890
27
$12.3M 1.79%
124,915
+30,580
28
$11.7M 1.7%
180,400
+17,822
29
$11.5M 1.67%
181,338
+5,328
30
$11.4M 1.65%
52,624
+1,088
31
$10.7M 1.56%
96,997
+2,273
32
$10.7M 1.56%
147,201
+1,532
33
$10.7M 1.55%
51,675
+1,030
34
$10.5M 1.53%
116,868
+722
35
$9.69M 1.41%
148,088
+2,691
36
$9.13M 1.33%
+52,411
37
$9.01M 1.31%
+1,556,600
38
$8.85M 1.29%
240,026
+8,851
39
$6.45M 0.94%
86,495
+7
40
$6.17M 0.9%
60,926
-2,254
41
$6.02M 0.88%
218,396
-1,204
42
$5.88M 0.86%
113,920
-6,140
43
$5.49M 0.8%
73,938
+3,381
44
$4.38M 0.64%
65,055
+1,146
45
$3.6M 0.52%
68,298
+7,666
46
$3.02M 0.44%
89,791
47
$2.91M 0.42%
29,301
-726
48
$2.79M 0.41%
17,842
49
$2.62M 0.38%
16,836
50
$2.54M 0.37%
40,798
-900
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