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
$520M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$420K
3
+$350K
4
T icon
AT&T
T
+$346K
5
MSFT icon
Microsoft
MSFT
+$308K

Top Sells

1
+$1.13M
2
+$500K
3
+$335K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$284K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$264K

Sector Composition

1 Technology 16.48%
2 Healthcare 13.53%
3 Industrials 12.4%
4 Communication Services 10.68%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.26%
16,836
52
$1.36M 0.26%
21,032
-146
53
$1.34M 0.26%
15,834
54
$1.33M 0.26%
40,712
+10,592
55
$1.25M 0.24%
11,819
+43
56
$1.14M 0.22%
7,796
-101
57
$1.02M 0.2%
7,036
58
$1M 0.19%
11,468
-159
59
$978K 0.19%
34,082
+386
60
$935K 0.18%
6,144
61
$876K 0.17%
7,904
62
$876K 0.17%
16,350
63
$834K 0.16%
18,333
64
$818K 0.16%
17,800
65
$740K 0.14%
25,380
-60
66
$587K 0.11%
10,637
+199
67
$528K 0.1%
5,966
68
$456K 0.09%
18,750
69
$433K 0.08%
7,760
+204
70
$431K 0.08%
6,879
-265
71
$394K 0.08%
7,346
+79
72
$393K 0.08%
5,185
73
$387K 0.07%
8,252
74
$352K 0.07%
10,083
-2,085
75
$302K 0.06%
22,782
1 2
3
4