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
$519M
AUM Growth
-$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$820K
2
+$418K
3
+$350K
4
SLB icon
SLB Limited
SLB
+$324K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$288K

Top Sells

1
+$4.21M
2
+$289K
3
+$250K
4
NEE icon
NextEra Energy
NEE
+$213K
5
PG icon
Procter & Gamble
PG
+$178K

Sector Composition

1 Technology 18.38%
2 Industrials 14.87%
3 Healthcare 11.88%
4 Communication Services 9.17%
5 Financials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.36%
38,711
-809
52
$1.74M 0.34%
17,857
53
$1.58M 0.31%
47,700
+24,700
54
$1.53M 0.3%
9,992
55
$1.48M 0.28%
16,836
56
$1.43M 0.27%
25,200
-375
57
$1.27M 0.25%
51,063
+2,369
58
$1.22M 0.24%
7,644
59
$1.21M 0.23%
14,805
-2,169
60
$1.19M 0.23%
8,276
61
$1.14M 0.22%
8,274
-209
62
$1.12M 0.22%
11,750
63
$1.03M 0.2%
37,496
-800
64
$811K 0.16%
17,800
65
$769K 0.15%
9,036
66
$751K 0.14%
7,552
67
$730K 0.14%
25,640
68
$662K 0.13%
18,333
-385
69
$633K 0.12%
40,032
70
$604K 0.12%
13,420
71
$580K 0.11%
9,721
72
$520K 0.1%
5,966
-128
73
$487K 0.09%
17,748
74
$450K 0.09%
5,185
75
$433K 0.08%
4,097
-500
1 2
3
4