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
$708M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.2M
3
+$6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.04M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.95M

Top Sells

1
+$9.05M
2
+$4.92M
3
+$4.81M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.41M
5
IYW icon
iShares US Technology ETF
IYW
+$3.37M

Sector Composition

1 Technology 18.12%
2 Healthcare 14.14%
3 Communication Services 10.28%
4 Financials 9.9%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.7M 1.79%
66,161
+3,436
27
$12.5M 1.77%
29,315
+997
28
$12.3M 1.74%
115,810
-1,327
29
$11.7M 1.66%
340,449
-28,612
30
$11.5M 1.62%
126,838
+44,611
31
$11.2M 1.58%
147,352
-413
32
$10.3M 1.45%
86,955
+19,082
33
$10.2M 1.44%
+101,463
34
$10M 1.42%
156,510
+4,851
35
$8.27M 1.17%
1,842,120
+299,520
36
$6.64M 0.94%
59,365
-4,465
37
$6.6M 0.93%
81,728
-5,155
38
$6.16M 0.87%
104,960
-3,340
39
$5.75M 0.81%
207,205
+94,525
40
$5.39M 0.76%
58,724
-12,244
41
$5.28M 0.75%
205,316
-10,639
42
$5.09M 0.72%
90,700
+9,973
43
$4.69M 0.66%
62,500
-20,024
44
$3.58M 0.51%
88,857
-305
45
$3.37M 0.48%
17,759
-346
46
$2.95M 0.42%
+63,085
47
$2.69M 0.38%
16,836
48
$2.48M 0.35%
28,050
49
$2.43M 0.34%
71,564
-4,940
50
$2.27M 0.32%
34,250
-27,974
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