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
$501M
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$2.01M
3
+$324K
4
EMR icon
Emerson Electric
EMR
+$222K
5
ACN icon
Accenture
ACN
+$214K

Top Sells

1
+$7.34M
2
+$5.6M
3
+$684K
4
BA icon
Boeing
BA
+$386K
5
IBB icon
iShares Biotechnology ETF
IBB
+$296K

Sector Composition

1 Technology 19.5%
2 Industrials 15.78%
3 Healthcare 12.4%
4 Financials 8.76%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.36%
9,992
52
$1.81M 0.36%
40,155
+295
53
$1.69M 0.34%
17,857
-1,103
54
$1.56M 0.31%
18,654
+454
55
$1.38M 0.28%
16,836
56
$1.29M 0.26%
25,575
+1,000
57
$1.19M 0.24%
48,329
+1,940
58
$1.14M 0.23%
8,144
59
$1.09M 0.22%
11,750
-1,516
60
$1.07M 0.21%
7,766
-1,009
61
$1M 0.2%
8,457
62
$984K 0.2%
39,096
+396
63
$868K 0.17%
10,036
-1,000
64
$740K 0.15%
9,721
65
$685K 0.14%
25,640
66
$670K 0.13%
7,552
-96
67
$641K 0.13%
18,718
68
$621K 0.12%
17,800
69
$567K 0.11%
23,000
70
$503K 0.1%
13,420
71
$472K 0.09%
4,775
-350
72
$468K 0.09%
18,348
-2,241
73
$450K 0.09%
79,200
74
$366K 0.07%
5,185
75
$359K 0.07%
22,200
-4,500
1 2
3
4 5