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
$799M
AUM Growth
+$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.8M
3
+$2.61M
4
CVX icon
Chevron
CVX
+$2.27M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.02M

Top Sells

1
+$3.18M
2
+$1.92M
3
+$1.63M
4
AAPL icon
Apple
AAPL
+$1.34M
5
MSFT icon
Microsoft
MSFT
+$1.19M

Sector Composition

1 Technology 20.62%
2 Healthcare 11.99%
3 Financials 11%
4 Communication Services 10.72%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.4M 1.8%
146,606
-4,490
27
$13.5M 1.69%
171,346
-2,375
28
$13.1M 1.64%
115,080
-27,863
29
$12.9M 1.61%
138,872
-2,740
30
$12.8M 1.61%
340,449
31
$12.7M 1.59%
109,699
-855
32
$12.5M 1.56%
94,100
-12,295
33
$11.9M 1.49%
78,571
+4,150
34
$11.7M 1.47%
1,989,200
+30,200
35
$10.9M 1.36%
317,245
+19,290
36
$6.85M 0.86%
56,806
-1,259
37
$6.62M 0.83%
215,078
+16,217
38
$6.5M 0.81%
97,160
-4,000
39
$5.83M 0.73%
57,269
-254
40
$5.29M 0.66%
75,862
-3,230
41
$5.11M 0.64%
81,104
-7,718
42
$4.77M 0.6%
58,583
-899
43
$3.65M 0.46%
68,120
+3,085
44
$3.55M 0.44%
28,290
+16,111
45
$3.23M 0.4%
86,911
46
$2.92M 0.37%
16,836
47
$2.64M 0.33%
68,254
-1,095
48
$2.39M 0.3%
28,040
49
$2.35M 0.29%
36,666
+370
50
$2.27M 0.28%
15,593
-1,364
1
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