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
$703M
AUM Growth
-$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$743K
2
+$602K
3
+$471K
4
CAG icon
Conagra Brands
CAG
+$439K
5
ZTS icon
Zoetis
ZTS
+$407K

Top Sells

1
+$15.9M
2
+$14.5M
3
+$785K
4
AAPL icon
Apple
AAPL
+$777K
5
MSFT icon
Microsoft
MSFT
+$764K

Sector Composition

1 Technology 20.24%
2 Healthcare 13.04%
3 Financials 11.03%
4 Communication Services 10.94%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.23%
9,975
-50
52
$1.57M 0.22%
18,283
53
$1.57M 0.22%
38,285
-325
54
$1.55M 0.22%
11,287
55
$1.47M 0.21%
12,179
+41
56
$1.44M 0.2%
6,905
-35
57
$1.41M 0.2%
28,496
-300
58
$1.33M 0.19%
9,600
59
$1.24M 0.18%
7,350
60
$1.21M 0.17%
6,382
+360
61
$1.19M 0.17%
6,144
62
$1.11M 0.16%
20,200
63
$999K 0.14%
7,268
64
$991K 0.14%
9,050
65
$973K 0.14%
17,583
66
$915K 0.13%
12,000
67
$879K 0.13%
6,800
68
$844K 0.12%
8,988
69
$834K 0.12%
18,540
-100
70
$804K 0.11%
28,118
71
$743K 0.11%
+12,000
72
$739K 0.11%
17,800
73
$703K 0.1%
15,770
74
$677K 0.1%
23,193
-15,111
75
$638K 0.09%
10,837
1 2
3
4