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
$487M
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.32M
3
+$1.78M
4
MRK icon
Merck
MRK
+$1.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.04M

Top Sells

1
+$7.67M
2
+$2.5M
3
+$2.17M
4
DDD icon
3D Systems Corp
DDD
+$464K
5
PFG icon
Principal Financial Group
PFG
+$292K

Sector Composition

1 Technology 20.75%
2 Industrials 15.93%
3 Healthcare 9.08%
4 Financials 8.33%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.38%
18,923
+57
52
$1.83M 0.38%
10,202
-42,774
53
$1.62M 0.33%
42,178
+13,658
54
$1.54M 0.32%
16,836
55
$1.48M 0.3%
18,184
+30
56
$1.23M 0.25%
24,575
57
$1.13M 0.23%
43,174
+740
58
$1.1M 0.23%
13,327
59
$1.04M 0.21%
8,886
+436
60
$1.04M 0.21%
8,775
61
$935K 0.19%
41,680
+1,230
62
$704K 0.14%
8,079
-3,141
63
$701K 0.14%
+6,144
64
$681K 0.14%
19,285
+1,000
65
$676K 0.14%
9,487
+126
66
$624K 0.13%
+9,036
67
$606K 0.12%
17,800
68
$601K 0.12%
+18,128
69
$583K 0.12%
6,625
-75
70
$545K 0.11%
20,784
+8,568
71
$535K 0.11%
3,235
-45
72
$510K 0.1%
+20,648
73
$503K 0.1%
23,000
74
$385K 0.08%
11,170
75
$383K 0.08%
6,794
1 2
3
4 5