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
$563M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$617K
2
+$523K
3
+$416K
4
IBB icon
iShares Biotechnology ETF
IBB
+$376K
5
KR icon
Kroger
KR
+$327K

Top Sells

1
+$976K
2
+$525K
3
+$355K
4
FDX icon
FedEx
FDX
+$274K
5
GS icon
Goldman Sachs
GS
+$236K

Sector Composition

1 Technology 17.66%
2 Industrials 12.71%
3 Healthcare 11.59%
4 Communication Services 10.34%
5 Financials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.28%
9,991
52
$1.45M 0.26%
21,032
53
$1.32M 0.24%
15,764
-70
54
$1.29M 0.23%
40,314
-230
55
$1.25M 0.22%
20,200
56
$1.24M 0.22%
7,611
+575
57
$1.24M 0.22%
11,819
58
$1.18M 0.21%
11,368
59
$1.16M 0.21%
7,758
60
$1.05M 0.19%
16,050
61
$1.03M 0.18%
34,082
-500
62
$898K 0.16%
6,144
63
$873K 0.16%
7,862
-125
64
$813K 0.14%
18,333
-432
65
$807K 0.14%
17,800
66
$779K 0.14%
25,600
+220
67
$617K 0.11%
+38,095
68
$589K 0.1%
10,837
+201
69
$521K 0.09%
5,966
-144
70
$503K 0.09%
22,782
71
$502K 0.09%
6,879
-800
72
$425K 0.08%
18,450
-300
73
$421K 0.07%
9,654
-399
74
$406K 0.07%
7,610
-150
75
$369K 0.07%
7,508
+86
1 2
3
4