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
$749M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.9M
3
+$1.68M
4
BAC icon
Bank of America
BAC
+$1.28M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$362K

Top Sells

1
+$15.4M
2
+$11.4M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$224K
5
NFLX icon
Netflix
NFLX
+$205K

Sector Composition

1 Technology 18.12%
2 Healthcare 12.39%
3 Industrials 11.27%
4 Communication Services 10.05%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.39M 0.32%
39,645
-1,075
52
$2.31M 0.31%
28,281
-1,000
53
$1.75M 0.23%
10,768
54
$1.71M 0.23%
58,196
+43,584
55
$1.66M 0.22%
18,893
+284
56
$1.58M 0.21%
7,365
+75
57
$1.47M 0.2%
30,232
58
$1.43M 0.19%
9,887
59
$1.39M 0.18%
12,386
+350
60
$1.37M 0.18%
7,768
-30
61
$1.3M 0.17%
15,634
62
$1.3M 0.17%
6,269
63
$1.25M 0.17%
7,825
64
$1.12M 0.15%
6,022
65
$1.07M 0.14%
42,193
-513
66
$1.06M 0.14%
9,050
-50
67
$926K 0.12%
17,110
68
$879K 0.12%
19,840
-1,040
69
$867K 0.12%
20,200
70
$864K 0.12%
12,000
71
$788K 0.11%
18,333
72
$778K 0.1%
7,249
73
$764K 0.1%
9,023
-242
74
$744K 0.1%
10,912
-85
75
$717K 0.1%
2,450
+77
1 2
3
4 5