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
$649M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.56M
3
+$8.61M
4
TMO icon
Thermo Fisher Scientific
TMO
+$615K
5
KO icon
Coca-Cola
KO
+$398K

Top Sells

1
+$12.4M
2
+$8.6M
3
+$6.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.16M
5
AAPL icon
Apple
AAPL
+$371K

Sector Composition

1 Technology 19.98%
2 Industrials 11.6%
3 Healthcare 11.58%
4 Communication Services 10.38%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.32%
72,888
+1,190
52
$1.5M 0.23%
20,555
-477
53
$1.44M 0.22%
15,864
54
$1.36M 0.21%
7,746
55
$1.36M 0.21%
12,186
56
$1.36M 0.21%
9,782
57
$1.35M 0.21%
7,357
-325
58
$1.28M 0.2%
11,043
-50
59
$1.23M 0.19%
41,450
60
$1.15M 0.18%
6,144
61
$1.07M 0.16%
7,862
62
$1.05M 0.16%
20,200
63
$1.04M 0.16%
30,912
-250
64
$887K 0.14%
6,097
-7,975
65
$866K 0.13%
24,160
-600
66
$850K 0.13%
16,388
-239,265
67
$770K 0.12%
18,943
68
$760K 0.12%
17,800
69
$726K 0.11%
14,000
70
$726K 0.11%
16,654
+1
71
$657K 0.1%
10,837
72
$650K 0.1%
7,249
73
$609K 0.09%
2,408
+59
74
$561K 0.09%
10,271
75
$560K 0.09%
22,112
-3,000
1 2
3
4 5