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
$606M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$326K
3
+$312K
4
FRC.PRH
First Republic Bank
FRC.PRH
+$272K
5
CI icon
Cigna
CI
+$241K

Top Sells

1
+$6.02M
2
+$5.21M
3
+$4.84M
4
VMC icon
Vulcan Materials
VMC
+$4.72M
5
ROK icon
Rockwell Automation
ROK
+$3.45M

Sector Composition

1 Technology 17.62%
2 Healthcare 13.86%
3 Communication Services 10.72%
4 Financials 10.28%
5 Industrials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 1.81%
329,070
+9,780
27
$10.9M 1.8%
80,952
+2,327
28
$10.7M 1.77%
369,061
29
$10.5M 1.73%
62,725
-70
30
$8M 1.32%
151,659
+337
31
$7.91M 1.31%
59,190
-36,239
32
$7.25M 1.2%
139,400
-46,053
33
$6.71M 1.11%
67,873
-47,765
34
$6.16M 1.02%
63,830
-915
35
$6.14M 1.01%
70,968
-1,344
36
$5.92M 0.98%
86,883
-44
37
$5.9M 0.97%
82,227
-72,600
38
$5.61M 0.93%
108,300
-3,240
39
$5.32M 0.88%
82,524
-533
40
$5.15M 0.85%
1,542,600
-80,800
41
$5.14M 0.85%
215,955
+657
42
$5.14M 0.85%
51,943
-3,565
43
$4.81M 0.79%
31,984
-22,935
44
$4.1M 0.68%
80,727
-749
45
$3.69M 0.61%
89,162
-318
46
$3.57M 0.59%
62,224
-3,354
47
$3.21M 0.53%
18,105
-22
48
$2.51M 0.41%
16,836
49
$2.41M 0.4%
112,680
-137,173
50
$2.16M 0.36%
76,504
-205
1
2
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