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
-$250K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$6.96M
3
+$3.3M
4
IYW icon
iShares US Technology ETF
IYW
+$2.31M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$996K

Top Sells

1
+$8.53M
2
+$7.7M
3
+$7.2M
4
IDGT icon
iShares US Digital Infrastructure and Real Estate ETF
IDGT
+$1.54M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.04M

Sector Composition

1 Technology 17.63%
2 Healthcare 12.8%
3 Industrials 12.63%
4 Communication Services 11.1%
5 Financials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.26%
15,834
+729
52
$1.3M 0.25%
16,836
53
$1.28M 0.25%
20,200
54
$1.21M 0.24%
11,776
+26
55
$1.1M 0.22%
7,897
-78
56
$998K 0.2%
7,036
57
$959K 0.19%
33,696
58
$925K 0.18%
11,627
-93
59
$921K 0.18%
6,144
60
$891K 0.17%
30,120
-1,013
61
$855K 0.17%
17,800
62
$844K 0.17%
7,904
+352
63
$836K 0.16%
16,350
-150,524
64
$737K 0.14%
25,440
65
$736K 0.14%
18,333
66
$506K 0.1%
10,438
+214
67
$469K 0.09%
5,966
68
$445K 0.09%
12,168
-42,074
69
$428K 0.08%
18,750
+1,527
70
$410K 0.08%
7,144
+344
71
$409K 0.08%
7,556
+696
72
$376K 0.07%
7,267
+77
73
$356K 0.07%
5,185
74
$337K 0.07%
+8,252
75
$327K 0.06%
2,997
-140
1 2
3
4