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
$891M
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$4.01M
2 +$1.43M
3 +$842K
4
JPM icon
JPMorgan Chase
JPM
+$403K
5
NSC icon
Norfolk Southern
NSC
+$386K

Top Sells

1 +$1.43M
2 +$1.36M
3 +$920K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$635K
5
AMZN icon
Amazon
AMZN
+$619K

Sector Composition

1 Technology 21.99%
2 Communication Services 11.69%
3 Healthcare 11.25%
4 Financials 10.5%
5 Industrials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HD icon
76
Home Depot
HD
$390B
$268K 0.03%
1,010
+30
VZ icon
77
Verizon
VZ
$171B
$251K 0.03%
4,275
+354
PFE icon
78
Pfizer
PFE
$139B
$248K 0.03%
6,735
+184
CORE
79
DELISTED
Core Mark Holding Co., Inc.
CORE
$242K 0.03%
8,252
DHR icon
80
Danaher
DHR
$150B
$241K 0.03%
1,224
+4
UPRO icon
81
ProShares UltraPro S&P 500
UPRO
$4.54B
$231K 0.03%
+6,000
AMP icon
82
Ameriprise Financial
AMP
$44.3B
$230K 0.03%
+1,181
SEE icon
83
Sealed Air
SEE
$5.08B
$229K 0.03%
+5,000
BMY icon
84
Bristol-Myers Squibb
BMY
$88.8B
$224K 0.03%
3,604
+9
ALL icon
85
Allstate
ALL
$51.6B
$220K 0.02%
+2,000
KHC icon
86
Kraft Heinz
KHC
$30.2B
$207K 0.02%
+5,966
GE icon
87
GE Aerospace
GE
$318B
$125K 0.01%
+2,316