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
$550M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$7.62M
3
+$6.82M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$976K
5
FLR icon
Fluor
FLR
+$323K

Top Sells

1
+$8.12M
2
+$7.68M
3
+$681K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$633K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$534K

Sector Composition

1 Technology 17.8%
2 Industrials 12.51%
3 Healthcare 12.19%
4 Communication Services 10.53%
5 Financials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.26%
16,836
52
$1.42M 0.26%
15,834
53
$1.34M 0.24%
21,032
54
$1.29M 0.23%
20,200
55
$1.29M 0.23%
11,819
56
$1.24M 0.23%
40,544
-168
57
$1.14M 0.21%
7,758
-38
58
$1.11M 0.2%
11,368
-100
59
$1.1M 0.2%
16,050
-300
60
$1.1M 0.2%
34,582
+500
61
$1.02M 0.19%
6,144
62
$1.02M 0.18%
7,036
63
$976K 0.18%
+29,783
64
$888K 0.16%
7,987
+83
65
$824K 0.15%
18,765
+432
66
$816K 0.15%
17,800
67
$772K 0.14%
25,380
68
$547K 0.1%
6,110
+144
69
$539K 0.1%
7,679
+800
70
$533K 0.1%
10,636
-1
71
$451K 0.08%
18,750
72
$412K 0.07%
10,053
-30
73
$403K 0.07%
7,760
74
$381K 0.07%
7,422
+76
75
$366K 0.07%
5,185
1 2
3
4