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
$733M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$2.03M
3
+$886K
4
VMC icon
Vulcan Materials
VMC
+$671K
5
V icon
Visa
V
+$503K

Top Sells

1
+$14.7M
2
+$12.4M
3
+$696K
4
AMZN icon
Amazon
AMZN
+$636K
5
MSFT icon
Microsoft
MSFT
+$472K

Sector Composition

1 Technology 18.36%
2 Healthcare 12.79%
3 Communication Services 10.75%
4 Financials 10.57%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 1.86%
66,674
+513
27
$12.6M 1.72%
91,841
+4,886
28
$12.5M 1.7%
145,368
-1,984
29
$12.4M 1.69%
155,188
-1,322
30
$12.2M 1.67%
74,396
+339
31
$12M 1.64%
136,940
+10,102
32
$11.7M 1.6%
103,125
+1,662
33
$11.3M 1.55%
340,449
34
$7.89M 1.08%
1,920,800
+78,680
35
$7.52M 1.03%
283,640
+76,435
36
$6.3M 0.86%
57,790
-1,575
37
$6.07M 0.83%
79,192
-2,536
38
$5.64M 0.77%
204,235
-1,081
39
$5.58M 0.76%
103,260
-1,700
40
$5.46M 0.75%
58,960
+236
41
$5.3M 0.72%
91,231
+531
42
$4.72M 0.64%
60,915
-1,585
43
$3.61M 0.49%
17,400
-359
44
$3.57M 0.49%
86,911
-1,946
45
$3.15M 0.43%
64,030
+945
46
$2.79M 0.38%
16,836
47
$2.54M 0.35%
71,329
-235
48
$2.37M 0.32%
17,037
-88,756
49
$2.2M 0.3%
28,050
50
$2.15M 0.29%
33,811
-439
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