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
$525M
AUM Growth
+$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$3.37M
3
+$974K
4
KHC icon
Kraft Heinz
KHC
+$508K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$266K

Top Sells

1
+$4.04M
2
+$3.6M
3
+$2.9M
4
IBB icon
iShares Biotechnology ETF
IBB
+$799K
5
AXP icon
American Express
AXP
+$746K

Sector Composition

1 Technology 17.31%
2 Industrials 13.81%
3 Healthcare 11.78%
4 Financials 9.89%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.36%
39,732
+1,021
52
$1.7M 0.32%
17,857
53
$1.63M 0.31%
16,836
54
$1.55M 0.3%
9,992
55
$1.4M 0.27%
25,200
56
$1.35M 0.26%
47,700
57
$1.33M 0.25%
53,318
+2,255
58
$1.2M 0.23%
15,305
+500
59
$1.17M 0.22%
7,644
60
$1.13M 0.21%
8,276
61
$1.1M 0.21%
11,750
62
$1.07M 0.2%
8,274
63
$1.02M 0.19%
37,296
-200
64
$915K 0.17%
17,800
65
$838K 0.16%
9,036
66
$754K 0.14%
18,333
67
$734K 0.14%
7,552
68
$730K 0.14%
25,640
69
$598K 0.11%
13,420
70
$563K 0.11%
9,867
+146
71
$508K 0.1%
+5,966
72
$461K 0.09%
5,185
73
$417K 0.08%
23,325
74
$415K 0.08%
79,200
75
$407K 0.08%
17,223
-525
1 2
3
4