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
$891M
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$1.43M
3
+$842K
4
JPM icon
JPMorgan Chase
JPM
+$403K
5
NSC icon
Norfolk Southern
NSC
+$386K

Top Sells

1
+$1.43M
2
+$1.36M
3
+$920K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$635K
5
AMZN icon
Amazon
AMZN
+$619K

Sector Composition

1 Technology 21.99%
2 Communication Services 11.69%
3 Healthcare 11.25%
4 Financials 10.5%
5 Industrials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
51
American Express
AXP
$239B
$877K 0.1%
7,253
+3,036
MCD icon
52
McDonald's
MCD
$220B
$844K 0.09%
3,935
JNJ icon
53
Johnson & Johnson
JNJ
$465B
$839K 0.09%
5,333
+405
XYZ
54
Block Inc
XYZ
$45.8B
$769K 0.09%
3,533
+33
PG icon
55
Procter & Gamble
PG
$354B
$698K 0.08%
5,017
+14
XOM icon
56
Exxon Mobil
XOM
$479B
$677K 0.08%
16,414
-198
T icon
57
AT&T
T
$188B
$599K 0.07%
27,574
+154
WMT icon
58
Walmart
WMT
$859B
$599K 0.07%
12,462
-204
ISRG icon
59
Intuitive Surgical
ISRG
$160B
$594K 0.07%
2,178
-372
CSCO icon
60
Cisco
CSCO
$277B
$592K 0.07%
13,224
+59
BAC icon
61
Bank of America
BAC
$376B
$571K 0.06%
18,839
+3,055
SO icon
62
Southern Company
SO
$108B
$534K 0.06%
8,698
UNP icon
63
Union Pacific
UNP
$134B
$533K 0.06%
2,560
-91
HON icon
64
Honeywell
HON
$129B
$455K 0.05%
2,139
-50
PEP icon
65
PepsiCo
PEP
$210B
$449K 0.05%
3,027
-25
SAP icon
66
SAP
SAP
$318B
$443K 0.05%
3,400
NSC icon
67
Norfolk Southern
NSC
$65B
$386K 0.04%
+1,625
SBUX icon
68
Starbucks
SBUX
$97B
$374K 0.04%
3,500
+300
IVV icon
69
iShares Core S&P 500 ETF
IVV
$660B
$365K 0.04%
973
+237
PBW icon
70
Invesco WilderHill Clean Energy ETF
PBW
$499M
$362K 0.04%
3,500
IDGT icon
71
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$126M
$351K 0.04%
5,884
-75
MDY icon
72
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$319K 0.04%
760
ICLN icon
73
iShares Global Clean Energy ETF
ICLN
$1.79B
$282K 0.03%
10,000
RTX icon
74
RTX Corp
RTX
$211B
$278K 0.03%
3,887
IBM icon
75
IBM
IBM
$262B
$276K 0.03%
2,293
+54
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3
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