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
$586M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$626K
3
+$204K
4
FDX icon
FedEx
FDX
+$50.3K
5
BAC icon
Bank of America
BAC
+$13.7K

Top Sells

1
+$15.5M
2
+$14.8M
3
+$12.7M
4
MCD icon
McDonald's
MCD
+$12.6M
5
CVX icon
Chevron
CVX
+$10.8M

Sector Composition

1 Technology 24.94%
2 Healthcare 13.26%
3 Communication Services 11.12%
4 Financials 9.56%
5 Consumer Staples 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.7M 1.83%
107,413
-2,286
27
$10.4M 1.77%
111,960
-3,120
28
$9.58M 1.63%
78,986
+415
29
$9.26M 1.58%
365,129
+24,680
30
$9.24M 1.58%
314,911
-2,334
31
$5.69M 0.97%
52,811
-3,995
32
$5.41M 0.92%
92,980
-4,180
33
$5M 0.85%
56,387
-882
34
$4.29M 0.73%
78,720
-2,384
35
$3.94M 0.67%
189,223
-25,855
36
$2.94M 0.5%
66,570
-1,550
37
$2.88M 0.49%
17,385
-76,282
38
$2.67M 0.46%
86,278
-633
39
$2.63M 0.45%
69,293
-6,569
40
$2.33M 0.4%
16,836
41
$2.08M 0.36%
66,424
-1,830
42
$2.05M 0.35%
28,040
43
$2M 0.34%
35,791
-875
44
$1.9M 0.32%
14,448
-1,145
45
$1.65M 0.28%
14,963
46
$1.48M 0.25%
38,285
47
$1.4M 0.24%
9,950
+75
48
$1.26M 0.22%
10,509
-628
49
$1.21M 0.21%
6,344
+22
50
$1.1M 0.19%
27,996
-50
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2
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