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
$409M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$660K
3
+$633K
4
AAPL icon
Apple
AAPL
+$612K
5
FLR icon
Fluor
FLR
+$568K

Top Sells

1
+$4.58M
2
+$239K
3
+$225K
4
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$214K
5
T icon
AT&T
T
+$208K

Sector Composition

1 Technology 20.02%
2 Industrials 16.01%
3 Healthcare 9.28%
4 Consumer Staples 8.6%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$266K 0.07%
5,511
77
$259K 0.06%
6,000
78
$251K 0.06%
3,638
79
$232K 0.06%
4,970
-123
80
$228K 0.06%
8,917
-8,151
81
$212K 0.05%
+16,425
82
$210K 0.05%
2,000
83
$146K 0.04%
12,053
84
$84K 0.02%
500
85
$60K 0.01%
+10,000
86
$2K ﹤0.01%
100,689
87
– –
-66,575
88
– –
-4,390
89
– –
-3,335
90
– –
-10,000
91
– –
-5,500
1 2 3
4