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
$510M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$3.26M
3
+$1.19M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.01M
5
CVS icon
CVS Health
CVS
+$392K

Top Sells

1
+$11.9M
2
+$6.85M
3
+$6.21M
4
ILMN icon
Illumina
ILMN
+$5.67M
5
NKE icon
Nike
NKE
+$958K

Sector Composition

1 Technology 16.98%
2 Communication Services 11.39%
3 Industrials 11.32%
4 Healthcare 11.15%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.26%
60,864
+4,416
52
$1.31M 0.26%
9,992
53
$1.28M 0.25%
16,836
54
$1.25M 0.24%
20,589
55
$1.2M 0.24%
15,105
56
$1.17M 0.23%
11,750
57
$1.17M 0.23%
20,200
-5,000
58
$1M 0.2%
7,975
-90
59
$997K 0.2%
6,144
-1,000
60
$929K 0.18%
7,036
-1,240
61
$917K 0.18%
11,720
-79,370
62
$915K 0.18%
33,696
-3,600
63
$822K 0.16%
18,333
64
$809K 0.16%
31,133
65
$794K 0.16%
17,800
66
$746K 0.15%
7,552
67
$736K 0.14%
25,440
-200
68
$509K 0.1%
13,420
69
$468K 0.09%
10,224
+192
70
$453K 0.09%
5,185
71
$434K 0.09%
5,966
72
$377K 0.07%
23,550
73
$373K 0.07%
6,800
74
$352K 0.07%
17,223
75
$351K 0.07%
3,137
-110
1 2
3
4