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
$586M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$626K
3
+$204K
4
FDX icon
FedEx
FDX
+$50.3K
5
BAC icon
Bank of America
BAC
+$13.7K

Top Sells

1
+$15.5M
2
+$14.8M
3
+$12.7M
4
MCD icon
McDonald's
MCD
+$12.6M
5
CVX icon
Chevron
CVX
+$10.8M

Sector Composition

1 Technology 24.94%
2 Healthcare 13.26%
3 Communication Services 11.12%
4 Financials 9.56%
5 Consumer Staples 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.19%
5,970
-775
52
$1.07M 0.18%
20,200
53
$1.04M 0.18%
5,144
-1,000
54
$1.01M 0.17%
9,564
-36
55
$995K 0.17%
+179,586
56
$983K 0.17%
7,350
57
$910K 0.16%
9,050
58
$900K 0.15%
12,417
-148,350
59
$881K 0.15%
17,583
60
$820K 0.14%
13,818
-56
61
$812K 0.14%
12,000
62
$757K 0.13%
18,340
-100
63
$752K 0.13%
9,084
+96
64
$680K 0.12%
6,800
65
$619K 0.11%
28,118
66
$616K 0.11%
15,559
-61
67
$595K 0.1%
5,211
+6
68
$466K 0.08%
8,606
+78
69
$456K 0.08%
12,048
-90
70
$446K 0.08%
2,700
71
$440K 0.08%
17,800
72
$378K 0.06%
10,837
73
$376K 0.06%
3,400
74
$361K 0.06%
4,217
75
$357K 0.06%
16,838
+645
1 2
3
4