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
$695M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.04M
3
+$693K
4
KO icon
Coca-Cola
KO
+$571K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$531K

Top Sells

1
+$13.8M
2
+$10.7M
3
+$1.64M
4
IYW icon
iShares US Technology ETF
IYW
+$979K
5
AMZN icon
Amazon
AMZN
+$626K

Sector Composition

1 Technology 19.37%
2 Healthcare 11.29%
3 Industrials 10.93%
4 Communication Services 10.76%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 0.33%
75,113
-135
52
$1.53M 0.22%
10,768
-225
53
$1.46M 0.21%
18,609
-635
54
$1.36M 0.2%
7,290
-337
55
$1.32M 0.19%
9,887
56
$1.31M 0.19%
12,036
57
$1.3M 0.19%
30,232
-706
58
$1.28M 0.18%
7,798
59
$1.22M 0.18%
15,634
60
$1.16M 0.17%
6,269
+125
61
$1.12M 0.16%
17,110
62
$1.08M 0.16%
7,825
-214
63
$1.04M 0.15%
42,706
+1,256
64
$1.03M 0.15%
6,022
65
$894K 0.13%
20,200
66
$889K 0.13%
9,100
-1,600
67
$849K 0.12%
20,880
-840
68
$799K 0.11%
7,249
69
$761K 0.11%
10,997
+160
70
$756K 0.11%
17,800
71
$752K 0.11%
18,333
-610
72
$738K 0.11%
9,265
+227
73
$673K 0.1%
12,000
-2,000
74
$648K 0.09%
2,373
75
$525K 0.08%
12,444
-210
1 2
3
4