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
$733M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$2.03M
3
+$886K
4
VMC icon
Vulcan Materials
VMC
+$671K
5
V icon
Visa
V
+$503K

Top Sells

1
+$14.7M
2
+$12.4M
3
+$696K
4
AMZN icon
Amazon
AMZN
+$636K
5
MSFT icon
Microsoft
MSFT
+$472K

Sector Composition

1 Technology 18.36%
2 Healthcare 12.79%
3 Communication Services 10.75%
4 Financials 10.57%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.25%
38,610
-75
52
$1.7M 0.23%
10,025
-202
53
$1.65M 0.23%
15,063
-271
54
$1.65M 0.22%
36,296
-20
55
$1.58M 0.22%
28,796
-550
56
$1.5M 0.2%
18,283
-750
57
$1.48M 0.2%
11,287
-1,056
58
$1.48M 0.2%
6,940
-96
59
$1.45M 0.2%
24,276
-2,030
60
$1.28M 0.18%
7,350
61
$1.27M 0.17%
9,600
-209
62
$1.13M 0.15%
6,144
63
$1.13M 0.15%
6,022
64
$1.11M 0.15%
38,304
-3,293
65
$1.06M 0.14%
20,200
66
$1.05M 0.14%
7,268
-42
67
$1.05M 0.14%
9,050
68
$948K 0.13%
17,583
69
$913K 0.12%
12,000
70
$835K 0.11%
18,640
-200
71
$825K 0.11%
15,770
72
$780K 0.11%
6,800
-370
73
$761K 0.1%
17,800
74
$755K 0.1%
8,988
75
$712K 0.1%
28,118
+70
1 2
3
4 5