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
$686M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$9.01M
3
+$4.43M
4
IQV icon
IQVIA
IQV
+$3M
5
HPP
Hudson Pacific Properties
HPP
+$2.07M

Top Sells

1
+$13.6M
2
+$10.4M
3
+$1.94M
4
ACN icon
Accenture
ACN
+$327K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$317K

Sector Composition

1 Technology 18.9%
2 Healthcare 11.28%
3 Industrials 11.13%
4 Communication Services 9.76%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.29M 0.33%
75,248
+1,925
52
$2.02M 0.29%
+22,982
53
$1.52M 0.22%
19,244
-1,272
54
$1.52M 0.22%
7,627
+170
55
$1.48M 0.22%
10,993
-50
56
$1.45M 0.21%
9,887
57
$1.43M 0.21%
7,798
-30
58
$1.33M 0.19%
30,938
+906
59
$1.31M 0.19%
12,036
60
$1.24M 0.18%
15,634
-90
61
$1.12M 0.16%
41,450
62
$1.11M 0.16%
8,039
63
$1.1M 0.16%
17,110
-465
64
$1.06M 0.15%
10,700
-136,740
65
$1.05M 0.15%
6,144
66
$964K 0.14%
6,022
67
$910K 0.13%
20,200
68
$842K 0.12%
21,720
-100
69
$790K 0.12%
18,943
70
$776K 0.11%
14,000
71
$762K 0.11%
17,800
72
$753K 0.11%
7,249
73
$692K 0.1%
10,837
74
$630K 0.09%
2,373
-35
75
$600K 0.09%
9,038
1 2
3
4 5