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
$752M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$7.13M
3
+$4.73M
4
VMC icon
Vulcan Materials
VMC
+$4.21M
5
ICE icon
Intercontinental Exchange
ICE
+$3.86M

Top Sells

1
+$857K
2
+$648K
3
+$562K
4
AAPL icon
Apple
AAPL
+$459K
5
MSFT icon
Microsoft
MSFT
+$433K

Sector Composition

1 Technology 25.21%
2 Healthcare 11.97%
3 Communication Services 11.21%
4 Financials 9.74%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.18%
28,565
+569
52
$1.25M 0.17%
20,200
53
$1.21M 0.16%
5,144
54
$1.14M 0.15%
179,586
55
$1.13M 0.15%
12,629
+212
56
$1.1M 0.15%
9,564
57
$1.1M 0.15%
7,589
+239
58
$1.09M 0.15%
12,000
59
$1M 0.13%
5,620
-350
60
$972K 0.13%
9,050
61
$951K 0.13%
18,340
62
$899K 0.12%
17,583
63
$891K 0.12%
9,084
64
$863K 0.11%
6,800
65
$680K 0.09%
5,211
66
$640K 0.09%
28,048
-70
67
$585K 0.08%
17,800
68
$550K 0.07%
8,929
-4,889
69
$530K 0.07%
15,559
70
$519K 0.07%
7,215
71
$513K 0.07%
2,700
72
$512K 0.07%
12,816
+768
73
$476K 0.06%
3,400
74
$451K 0.06%
8,698
+92
75
$401K 0.05%
4,217
1 2
3
4