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
$752M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$7.13M
3
+$4.73M
4
VMC icon
Vulcan Materials
VMC
+$4.21M
5
ICE icon
Intercontinental Exchange
ICE
+$3.86M

Top Sells

1
+$857K
2
+$648K
3
+$562K
4
AAPL icon
Apple
AAPL
+$459K
5
MSFT icon
Microsoft
MSFT
+$433K

Sector Composition

1 Technology 25.21%
2 Healthcare 11.97%
3 Communication Services 11.21%
4 Financials 9.74%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.5M 1.66%
91,146
-166
27
$12.3M 1.64%
116,145
+4,185
28
$12.2M 1.62%
108,539
+1,126
29
$11.8M 1.57%
83,981
+4,995
30
$11M 1.47%
313,952
-959
31
$9.13M 1.21%
362,988
-2,141
32
$7.21M 0.96%
52,781
-30
33
$6.51M 0.87%
92,100
-880
34
$5.71M 0.76%
57,021
+634
35
$4.72M 0.63%
80,546
+1,826
36
$4.45M 0.59%
192,319
+3,096
37
$3.17M 0.42%
17,160
-225
38
$3.09M 0.41%
69,122
-171
39
$3.04M 0.4%
56,175
-10,395
40
$2.68M 0.36%
86,278
41
$2.65M 0.35%
16,836
42
$2.47M 0.33%
67,875
+1,451
43
$2.1M 0.28%
35,791
44
$2.02M 0.27%
14,372
-76
45
$1.96M 0.26%
28,030
-10
46
$1.79M 0.24%
14,963
47
$1.7M 0.23%
10,051
+101
48
$1.57M 0.21%
6,344
49
$1.5M 0.2%
38,285
50
$1.4M 0.19%
10,576
+67
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