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HCMNY

Howard Capital Management (New York) Portfolio holdings

AUM $891M
1-Year Est. Return 34.82%
This Fund
S&P 500
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
+$3.81M
2
+$1.37M
3
+$890K
4
NSC icon
Norfolk Southern
NSC
+$370K
5
JPM icon
JPMorgan Chase
JPM
+$354K

Top Sells

1
+$1.34M
2
+$1.25M
3
+$834K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$622K
5
AMZN icon
Amazon
AMZN
+$606K

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
$217B
$877K 0.1%
7,253
+3,036
MCD icon
52
McDonald's
MCD
$202B
$844K 0.09%
3,935
JNJ icon
53
Johnson & Johnson
JNJ
$574B
$839K 0.09%
5,333
+405
XYZ
54
Block Inc
XYZ
$41.1B
$769K 0.09%
3,533
+33
PG icon
55
Procter & Gamble
PG
$345B
$698K 0.08%
5,017
+14
XOM icon
56
Exxon Mobil
XOM
$608B
$677K 0.08%
16,414
-198
T icon
57
AT&T
T
$160B
$599K 0.07%
27,574
+154
WMT icon
58
Walmart Inc
WMT
$959B
$599K 0.07%
12,462
-204
ISRG icon
59
Intuitive Surgical
ISRG
$146B
$594K 0.07%
2,178
-372
CSCO icon
60
Cisco
CSCO
$480B
$592K 0.07%
13,224
+59
BAC icon
61
Bank of America
BAC
$391B
$571K 0.06%
18,839
+3,055
SO icon
62
Southern Company
SO
$105B
$534K 0.06%
8,698
UNP icon
63
Union Pacific
UNP
$159B
$533K 0.06%
2,560
-91
HON icon
64
Honeywell
HON
$139B
$455K 0.05%
2,269
-54
PEP icon
65
PepsiCo
PEP
$196B
$449K 0.05%
3,027
-25
SAP icon
66
SAP
SAP
$191B
$443K 0.05%
3,400
NSC icon
67
Norfolk Southern
NSC
$69.7B
$386K 0.04%
+1,625
SBUX icon
68
Starbucks
SBUX
$117B
$374K 0.04%
3,500
+300
IVV icon
69
iShares Core S&P 500 ETF
IVV
$833B
$365K 0.04%
973
+237
PBW icon
70
Invesco WilderHill Clean Energy ETF
PBW
$567M
$362K 0.04%
3,500
IDGT icon
71
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$435M
$351K 0.04%
5,884
-75
MDY icon
72
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$319K 0.04%
760
ICLN icon
73
iShares Global Clean Energy ETF
ICLN
$3.02B
$282K 0.03%
10,000
RTX icon
74
RTX Corp
RTX
$248B
$278K 0.03%
3,887
IBM icon
75
IBM
IBM
$258B
$276K 0.03%
2,293
+54
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