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
$599M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.16M
3
+$835K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$766K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$644K

Top Sells

1
+$9.34M
2
+$9.23M
3
+$1.95M
4
XYL icon
Xylem
XYL
+$1.8M
5
GS icon
Goldman Sachs
GS
+$436K

Sector Composition

1 Technology 17.14%
2 Industrials 12.02%
3 Communication Services 11.02%
4 Healthcare 9.89%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.25%
21,032
52
$1.43M 0.24%
15,864
+100
53
$1.36M 0.23%
12,186
+367
54
$1.3M 0.22%
41,450
+1,136
55
$1.28M 0.21%
7,682
+71
56
$1.26M 0.21%
7,866
+108
57
$1.2M 0.2%
11,293
-75
58
$1.19M 0.2%
20,200
59
$1.12M 0.19%
33,012
-1,070
60
$1.04M 0.17%
6,350
+206
61
$949K 0.16%
7,931
+69
62
$842K 0.14%
25,600
63
$816K 0.14%
18,943
+610
64
$804K 0.13%
14,020
-2,030
65
$776K 0.13%
17,800
66
$678K 0.11%
5,122
+3,000
67
$644K 0.11%
+16,203
68
$584K 0.1%
7,249
+370
69
$571K 0.1%
10,837
70
$556K 0.09%
+10,271
71
$542K 0.09%
5,966
72
$518K 0.09%
+30,000
73
$425K 0.07%
9,344
-310
74
$415K 0.07%
5,242
+350
75
$403K 0.07%
16,770
-1,680
1 2
3
4