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
+$216K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.88M
2
+$1.15M
3
+$434K
4
BA icon
Boeing
BA
+$386K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$307K

Top Sells

1
+$7.82M
2
+$4.19M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$1.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.21M

Sector Composition

1 Technology 19.67%
2 Industrials 16.07%
3 Healthcare 11.3%
4 Financials 8.46%
5 Energy 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.35%
42,465
-966
52
$1.78M 0.35%
39,860
-8,760
53
$1.73M 0.34%
9,992
54
$1.52M 0.3%
16,836
55
$1.43M 0.28%
18,200
56
$1.29M 0.25%
24,575
57
$1.23M 0.24%
46,389
+445
58
$1.19M 0.23%
13,266
-61
59
$1.11M 0.22%
8,775
60
$1.01M 0.2%
8,457
61
$964K 0.19%
8,144
+2,000
62
$962K 0.19%
38,700
-1,300
63
$938K 0.18%
11,036
+1,500
64
$801K 0.16%
9,721
+114
65
$704K 0.14%
18,718
-567
66
$678K 0.13%
7,648
67
$674K 0.13%
25,640
-608
68
$608K 0.12%
17,800
69
$583K 0.11%
23,000
70
$577K 0.11%
13,420
71
$515K 0.1%
20,589
72
$481K 0.09%
5,125
73
$445K 0.09%
10,485
74
$442K 0.09%
79,200
75
$434K 0.09%
+6,000
1 2
3
4 5