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
$695M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.04M
3
+$693K
4
KO icon
Coca-Cola
KO
+$571K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$531K

Top Sells

1
+$13.8M
2
+$10.7M
3
+$1.64M
4
IYW icon
iShares US Technology ETF
IYW
+$979K
5
AMZN icon
Amazon
AMZN
+$626K

Sector Composition

1 Technology 19.37%
2 Healthcare 11.29%
3 Industrials 10.93%
4 Communication Services 10.76%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.5M 1.8%
125,625
+710
27
$12.4M 1.79%
93,414
-508
28
$12.3M 1.77%
182,274
-340
29
$12M 1.72%
178,724
-1,676
30
$10.9M 1.57%
117,245
+377
31
$10.8M 1.56%
147,142
-59
32
$10.8M 1.55%
52,016
+341
33
$10.1M 1.46%
182,993
+1,655
34
$9.51M 1.37%
1,605,600
+49,000
35
$8.97M 1.29%
53,952
+1,541
36
$8.85M 1.27%
150,002
+1,914
37
$8.82M 1.27%
246,867
+6,841
38
$7.16M 1.03%
65,209
-125,430
39
$7.11M 1.02%
85,921
-574
40
$6.29M 0.9%
112,740
-1,180
41
$6.1M 0.88%
55,846
-5,080
42
$5.99M 0.86%
83,610
+9,672
43
$5.64M 0.81%
212,267
-6,129
44
$4.87M 0.7%
64,167
-888
45
$4.05M 0.58%
78,609
+10,311
46
$3.1M 0.45%
89,992
+201
47
$2.79M 0.4%
17,827
-15
48
$2.36M 0.34%
29,281
-20
49
$2.35M 0.34%
16,836
50
$2.31M 0.33%
40,720
-78
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2
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