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
$487M
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.32M
3
+$1.78M
4
MRK icon
Merck
MRK
+$1.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.04M

Top Sells

1
+$7.67M
2
+$2.5M
3
+$2.17M
4
DDD icon
3D Systems Corp
DDD
+$464K
5
PFG icon
Principal Financial Group
PFG
+$292K

Sector Composition

1 Technology 20.75%
2 Industrials 15.93%
3 Healthcare 9.08%
4 Financials 8.33%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$379K 0.08%
+6,656
77
$373K 0.08%
10,485
+2,000
78
$364K 0.07%
+5,185
79
$362K 0.07%
278,897
+275,259
80
$361K 0.07%
5,019
81
$342K 0.07%
34,125
+17,700
82
$335K 0.07%
+3,556
83
$329K 0.07%
7,500
84
$329K 0.07%
6,094
85
$319K 0.07%
6,495
+1,525
86
$270K 0.06%
6,567
+77
87
$269K 0.06%
5,511
88
$265K 0.05%
+1,085
89
$258K 0.05%
+3,498
90
$257K 0.05%
6,000
91
$245K 0.05%
+5,420
92
$244K 0.05%
+46,857
93
$233K 0.05%
8,785
-132
94
$218K 0.04%
+3,159
95
$207K 0.04%
2,000
96
$160K 0.03%
12,053
97
$135K 0.03%
+11,133
98
$90K 0.02%
558
+58
99
– –
-10,000
100
– –
-6,819
1 2 3
4
5