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
$703M
AUM Growth
-$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$743K
2
+$602K
3
+$471K
4
CAG icon
Conagra Brands
CAG
+$439K
5
ZTS icon
Zoetis
ZTS
+$407K

Top Sells

1
+$15.9M
2
+$14.5M
3
+$785K
4
AAPL icon
Apple
AAPL
+$777K
5
MSFT icon
Microsoft
MSFT
+$764K

Sector Composition

1 Technology 20.24%
2 Healthcare 13.04%
3 Financials 11.03%
4 Communication Services 10.94%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.1M 1.86%
141,612
-3,756
27
$13M 1.85%
29,195
-98
28
$13M 1.85%
151,096
-4,092
29
$11.4M 1.62%
340,449
30
$11M 1.57%
144,840
+7,900
31
$10.8M 1.54%
74,421
+25
32
$9.14M 1.3%
297,955
+14,315
33
$8.53M 1.21%
1,959,000
+38,200
34
$6.17M 0.88%
101,160
-2,100
35
$5.78M 0.82%
58,065
+275
36
$5.58M 0.79%
79,092
-100
37
$5.57M 0.79%
198,861
-5,374
38
$5.46M 0.78%
88,822
-2,409
39
$5.18M 0.74%
57,523
-1,437
40
$4.62M 0.66%
59,482
-1,433
41
$3.72M 0.53%
17,345
-55
42
$3.22M 0.46%
65,035
+1,005
43
$2.96M 0.42%
86,911
44
$2.84M 0.4%
16,836
45
$2.54M 0.36%
69,349
-1,980
46
$2.19M 0.31%
16,957
-80
47
$2.13M 0.3%
28,040
-10
48
$1.96M 0.28%
33,072
-739
49
$1.87M 0.27%
15,063
50
$1.84M 0.26%
36,296
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