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
$508M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$841K
3
+$806K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$802K
5
QCOM icon
Qualcomm
QCOM
+$775K

Top Sells

1
+$601K
2
+$379K
3
+$362K
4
NVS icon
Novartis
NVS
+$361K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$335K

Sector Composition

1 Technology 20.37%
2 Industrials 16%
3 Healthcare 9.54%
4 Financials 8.62%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.4%
39,516
-738
52
$1.86M 0.37%
18,960
+37
53
$1.84M 0.36%
9,992
-210
54
$1.63M 0.32%
43,431
+1,253
55
$1.53M 0.3%
16,836
56
$1.47M 0.29%
18,200
+16
57
$1.27M 0.25%
24,575
58
$1.23M 0.24%
45,944
+2,770
59
$1.11M 0.22%
13,327
60
$1.1M 0.22%
8,775
61
$959K 0.19%
8,457
-429
62
$897K 0.18%
40,000
-1,680
63
$758K 0.15%
6,144
64
$729K 0.14%
9,536
+500
65
$702K 0.14%
9,607
+120
66
$676K 0.13%
7,648
-431
67
$666K 0.13%
19,285
68
$655K 0.13%
26,248
+5,600
69
$585K 0.12%
17,800
70
$558K 0.11%
13,420
+8,000
71
$531K 0.1%
23,000
72
$525K 0.1%
20,589
-195
73
$520K 0.1%
+79,200
74
$454K 0.09%
32,700
-1,425
75
$449K 0.09%
5,125
-1,500
1 2
3
4 5