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
$382M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.4M
3
+$14.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.4M
5
CVX icon
Chevron
CVX
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.45%
2 Industrials 15.08%
3 Healthcare 9.45%
4 Consumer Staples 9.44%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.46%
+103,215
52
$1.4M 0.37%
+18,154
53
$1.37M 0.36%
+16,836
54
$1.19M 0.31%
+24,575
55
$1.1M 0.29%
+13,427
56
$1.03M 0.27%
+9,200
57
$998K 0.26%
+28,520
58
$992K 0.26%
+40,750
59
$945K 0.25%
+42,888
60
$849K 0.22%
+11,220
61
$773K 0.2%
+8,450
62
$645K 0.17%
+4,340
63
$592K 0.15%
+20,765
64
$589K 0.15%
+9,232
65
$510K 0.13%
+7,150
66
$460K 0.12%
+10,416
67
$456K 0.12%
+17,068
68
$431K 0.11%
+18,000
69
$359K 0.09%
+12,175
70
$340K 0.09%
+16,000
71
$340K 0.09%
+6,094
72
$325K 0.09%
+5,130
73
$303K 0.08%
+12,216
74
$281K 0.07%
+8,150
75
$275K 0.07%
+3,638
1 2
3
4