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
$382M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.4M
3
+$14.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.4M
5
CVX icon
Chevron
CVX
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.45%
2 Industrials 15.08%
3 Healthcare 9.45%
4 Consumer Staples 9.44%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$261K 0.07%
+7,500
77
$257K 0.07%
+6,244
78
$256K 0.07%
+5,093
79
$255K 0.07%
+6,819
80
$240K 0.06%
+6,000
81
$239K 0.06%
+3,335
82
$238K 0.06%
+5,511
83
$225K 0.06%
+4,390
84
$214K 0.06%
+5,500
85
$206K 0.05%
+2,000
86
$143K 0.04%
+10,000
87
$113K 0.03%
+12,053
88
$94K 0.02%
+500
89
$0 ﹤0.01%
+100,689
1 2 3
4