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
$749M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.9M
3
+$1.68M
4
BAC icon
Bank of America
BAC
+$1.28M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$362K

Top Sells

1
+$15.4M
2
+$11.4M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$224K
5
NFLX icon
Netflix
NFLX
+$205K

Sector Composition

1 Technology 18.12%
2 Healthcare 12.39%
3 Industrials 11.27%
4 Communication Services 10.05%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.7M 1.7%
52,111
+95
27
$12.7M 1.69%
117,597
+352
28
$12.1M 1.62%
+319,290
29
$12.1M 1.61%
369,061
30
$11.5M 1.54%
185,453
+2,460
31
$11.4M 1.52%
1,623,400
+17,800
32
$11.1M 1.48%
147,879
+737
33
$11.1M 1.48%
181,572
+2,848
34
$10.9M 1.46%
+78,625
35
$10.5M 1.4%
151,322
+1,320
36
$10.3M 1.37%
54,919
+967
37
$8.49M 1.13%
249,853
+2,986
38
$7.89M 1.05%
64,745
-464
39
$7.39M 0.99%
86,927
+1,006
40
$6.88M 0.92%
72,312
-119,966
41
$6.66M 0.89%
111,540
-1,200
42
$6.51M 0.87%
83,057
-553
43
$6.51M 0.87%
55,508
-338
44
$5.94M 0.79%
215,298
+3,031
45
$4.97M 0.66%
65,578
+1,411
46
$4.39M 0.59%
81,476
+2,867
47
$3.74M 0.5%
89,480
-512
48
$3.03M 0.4%
18,127
+300
49
$2.53M 0.34%
16,836
50
$2.44M 0.33%
76,709
+1,596
1
2
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