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
$508M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$841K
3
+$806K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$802K
5
QCOM icon
Qualcomm
QCOM
+$775K

Top Sells

1
+$601K
2
+$379K
3
+$362K
4
NVS icon
Novartis
NVS
+$361K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$335K

Sector Composition

1 Technology 20.37%
2 Industrials 16%
3 Healthcare 9.54%
4 Financials 8.62%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$428K 0.08%
2,605
-630
77
$389K 0.08%
5,185
78
$387K 0.08%
10,485
79
$379K 0.07%
6,794
80
$354K 0.07%
7,500
81
$342K 0.07%
6,094
82
$338K 0.07%
1,350
+265
83
$323K 0.06%
6,790
+295
84
$316K 0.06%
8,970
-2,200
85
$292K 0.06%
6,641
+74
86
$291K 0.06%
5,511
87
$264K 0.05%
6,000
88
$258K 0.05%
+15,000
89
$249K 0.05%
+8,000
90
$223K 0.04%
3,134
-25
91
$214K 0.04%
8,096
-689
92
$147K 0.03%
12,053
93
$82K 0.02%
500
-58
94
$81K 0.02%
+1,250
95
– –
-46,857
96
– –
-18,128
97
– –
-3,498
98
– –
-3,556
99
– –
-11,133
100
– –
-5,019
1 2 3
4
5