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
$409M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$660K
3
+$633K
4
AAPL icon
Apple
AAPL
+$612K
5
FLR icon
Fluor
FLR
+$568K

Top Sells

1
+$4.58M
2
+$239K
3
+$225K
4
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$214K
5
T icon
AT&T
T
+$208K

Sector Composition

1 Technology 20.02%
2 Industrials 16.01%
3 Healthcare 9.28%
4 Consumer Staples 8.6%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.34%
18,154
52
$1.37M 0.33%
16,836
53
$1.18M 0.29%
24,575
54
$1.06M 0.26%
13,327
-100
55
$1.01M 0.25%
42,434
-454
56
$996K 0.24%
8,775
-425
57
$980K 0.24%
28,520
58
$948K 0.23%
40,450
-300
59
$888K 0.22%
11,220
60
$844K 0.21%
8,450
61
$615K 0.15%
9,361
+129
62
$575K 0.14%
18,285
-2,480
63
$529K 0.13%
6,700
-450
64
$495K 0.12%
3,280
-1,060
65
$484K 0.12%
17,800
-200
66
$447K 0.11%
23,000
+7,000
67
$345K 0.08%
5,019
-111
68
$341K 0.08%
11,170
-1,005
69
$331K 0.08%
6,794
+550
70
$320K 0.08%
6,094
71
$302K 0.07%
7,500
72
$301K 0.07%
12,216
73
$292K 0.07%
6,819
74
$290K 0.07%
8,485
+335
75
$267K 0.07%
6,490
-3,926
1 2
3
4