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
$492M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.41M
3
+$2.34M
4
CVS icon
CVS Health
CVS
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$630K

Top Sells

1
+$8.07M
2
+$1.36M
3
+$838K
4
AAPL icon
Apple
AAPL
+$240K
5
YPF icon
YPF
YPF
+$219K

Sector Composition

1 Technology 17.77%
2 Industrials 12.52%
3 Healthcare 11.9%
4 Communication Services 10.18%
5 Financials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.36%
17,857
52
$1.41M 0.29%
25,200
53
$1.39M 0.28%
9,992
54
$1.37M 0.28%
47,700
55
$1.25M 0.25%
16,836
56
$1.16M 0.24%
56,448
+3,130
57
$1.15M 0.23%
20,589
-144,151
58
$1.11M 0.23%
11,750
59
$1.09M 0.22%
15,105
-200
60
$1.08M 0.22%
8,276
61
$988K 0.2%
7,144
-500
62
$979K 0.2%
37,296
63
$956K 0.19%
8,065
-209
64
$834K 0.17%
17,800
65
$768K 0.16%
18,333
66
$766K 0.16%
31,133
+23,161
67
$691K 0.14%
25,640
68
$682K 0.14%
7,552
69
$537K 0.11%
13,420
70
$475K 0.1%
10,032
+165
71
$458K 0.09%
79,200
72
$421K 0.09%
5,966
73
$420K 0.09%
5,185
74
$390K 0.08%
23,550
+225
75
$372K 0.08%
17,223
1 2
3
4