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
$606M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$326K
3
+$312K
4
FRC.PRH
First Republic Bank
FRC.PRH
+$272K
5
CI icon
Cigna
CI
+$241K

Top Sells

1
+$6.02M
2
+$5.21M
3
+$4.84M
4
VMC icon
Vulcan Materials
VMC
+$4.72M
5
ROK icon
Rockwell Automation
ROK
+$3.45M

Sector Composition

1 Technology 17.62%
2 Healthcare 13.86%
3 Communication Services 10.72%
4 Financials 10.28%
5 Industrials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.32%
39,245
-400
52
$1.87M 0.31%
28,050
-231
53
$1.49M 0.25%
10,768
54
$1.44M 0.24%
7,070
-295
55
$1.44M 0.24%
15,634
56
$1.37M 0.23%
12,386
57
$1.3M 0.22%
30,082
-150
58
$1.27M 0.21%
18,893
59
$1.24M 0.2%
7,768
60
$1.22M 0.2%
6,269
61
$1.07M 0.18%
9,809
-78
62
$1.01M 0.17%
41,095
-17,101
63
$991K 0.16%
7,500
-325
64
$929K 0.15%
9,050
65
$929K 0.15%
6,022
66
$787K 0.13%
20,200
67
$721K 0.12%
19,140
-700
68
$704K 0.12%
17,583
-750
69
$685K 0.11%
7,249
70
$683K 0.11%
12,000
71
$663K 0.11%
2,637
+187
72
$663K 0.11%
8,948
-75
73
$660K 0.11%
30,595
-11,598
74
$636K 0.11%
10,912
75
$620K 0.1%
17,800
1 2
3
4 5