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
$521M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$815K
3
+$605K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$423K
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$421K

Top Sells

1
+$3.73M
2
+$3.25M
3
+$1.66M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.15M
5
DIS icon
Walt Disney
DIS
+$607K

Sector Composition

1 Technology 18.93%
2 Industrials 15.34%
3 Healthcare 11.7%
4 Financials 9.1%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.37%
39,520
-635
52
$1.67M 0.32%
17,857
53
$1.55M 0.3%
16,974
-1,680
54
$1.53M 0.29%
9,992
55
$1.49M 0.29%
16,836
56
$1.36M 0.26%
25,575
57
$1.25M 0.24%
48,694
+365
58
$1.24M 0.24%
8,276
+510
59
$1.22M 0.23%
7,644
-500
60
$1.17M 0.22%
8,483
+26
61
$1.11M 0.21%
11,750
62
$1.06M 0.2%
38,296
-800
63
$783K 0.15%
9,036
-1,000
64
$755K 0.15%
17,800
65
$719K 0.14%
7,552
66
$715K 0.14%
25,640
67
$691K 0.13%
23,000
68
$680K 0.13%
18,718
69
$651K 0.13%
9,721
70
$629K 0.12%
40,032
-105,500
71
$508K 0.1%
17,748
-600
72
$489K 0.09%
13,420
73
$475K 0.09%
4,597
-178
74
$439K 0.08%
5,185
75
$395K 0.08%
79,200
1 2
3
4