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
$680M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$8.71M
3
+$2.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$567K
5
ALL icon
Allstate
ALL
+$209K

Top Sells

1
+$8.95M
2
+$1.12M
3
+$459K
4
META icon
Meta Platforms (Facebook)
META
+$443K
5
MSFT icon
Microsoft
MSFT
+$333K

Sector Composition

1 Technology 20.79%
2 Healthcare 10.8%
3 Communication Services 10.43%
4 Industrials 9.84%
5 Financials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.22M 0.33%
73,323
+435
52
$1.65M 0.24%
20,516
-39
53
$1.54M 0.23%
7,828
+82
54
$1.48M 0.22%
11,043
55
$1.48M 0.22%
7,457
+100
56
$1.47M 0.22%
17,575
-107,060
57
$1.45M 0.21%
9,887
+105
58
$1.45M 0.21%
15,724
-140
59
$1.44M 0.21%
12,036
-150
60
$1.22M 0.18%
41,450
61
$1.2M 0.18%
20,200
62
$1.18M 0.17%
8,039
+177
63
$1.15M 0.17%
30,032
-880
64
$1.07M 0.16%
6,144
65
$938K 0.14%
6,022
-75
66
$896K 0.13%
14,000
67
$878K 0.13%
17,800
68
$833K 0.12%
21,820
-2,340
69
$811K 0.12%
18,943
70
$765K 0.11%
16,654
71
$757K 0.11%
7,249
72
$723K 0.11%
10,837
73
$653K 0.1%
22,112
74
$647K 0.1%
2,408
75
$565K 0.08%
9,038
-7,350
1 2
3
4