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
$636M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$8.26M
3
+$8.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.23M
5
KO icon
Coca-Cola
KO
+$847K

Top Sells

1
+$6.78M
2
+$1.25M
3
+$1.14M
4
XYZ
Block Inc
XYZ
+$518K
5
AAPL icon
Apple
AAPL
+$473K

Sector Composition

1 Technology 16.24%
2 Industrials 11.5%
3 Healthcare 11.23%
4 Communication Services 10.3%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.3%
14,072
+8,950
52
$1.93M 0.3%
71,698
+3,990
53
$1.62M 0.25%
21,032
54
$1.44M 0.23%
9,782
-220
55
$1.41M 0.22%
12,186
56
$1.38M 0.22%
15,864
57
$1.35M 0.21%
7,746
-120
58
$1.3M 0.2%
7,682
59
$1.21M 0.19%
11,093
-200
60
$1.18M 0.19%
41,450
61
$1.12M 0.18%
20,200
62
$1.06M 0.17%
6,144
-206
63
$1M 0.16%
7,862
-69
64
$975K 0.15%
31,162
-1,850
65
$847K 0.13%
24,760
-840
66
$818K 0.13%
18,943
67
$797K 0.13%
17,800
68
$773K 0.12%
14,000
-20
69
$680K 0.11%
16,653
+450
70
$609K 0.1%
25,112
-46,976
71
$576K 0.09%
10,837
72
$572K 0.09%
+2,349
73
$558K 0.09%
10,271
74
$558K 0.09%
7,249
75
$511K 0.08%
5,966
1 2
3
4