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
$799M
AUM Growth
+$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.8M
3
+$2.61M
4
CVX icon
Chevron
CVX
+$2.27M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.02M

Top Sells

1
+$3.18M
2
+$1.92M
3
+$1.63M
4
AAPL icon
Apple
AAPL
+$1.34M
5
MSFT icon
Microsoft
MSFT
+$1.19M

Sector Composition

1 Technology 20.62%
2 Healthcare 11.99%
3 Financials 11%
4 Communication Services 10.72%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.25%
33,333
+261
52
$1.91M 0.24%
38,285
53
$1.87M 0.23%
14,963
-100
54
$1.78M 0.22%
9,875
-100
55
$1.53M 0.19%
6,745
-160
56
$1.52M 0.19%
11,137
-150
57
$1.48M 0.19%
6,144
58
$1.34M 0.17%
28,046
-450
59
$1.34M 0.17%
6,322
-60
60
$1.31M 0.16%
13,874
-4,409
61
$1.3M 0.16%
7,350
62
$1.23M 0.15%
9,600
63
$1.08M 0.14%
20,200
64
$1.06M 0.13%
12,000
65
$1M 0.13%
9,050
66
$968K 0.12%
17,583
67
$911K 0.11%
8,988
68
$893K 0.11%
18,440
-100
69
$872K 0.11%
6,800
70
$869K 0.11%
15,620
-150
71
$830K 0.1%
28,118
72
$768K 0.1%
5,205
-2,063
73
$709K 0.09%
17,800
74
$639K 0.08%
10,837
75
$570K 0.07%
16,193
-7,000
1 2
3
4