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
+$216K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.88M
2
+$1.15M
3
+$434K
4
BA icon
Boeing
BA
+$386K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$307K

Top Sells

1
+$7.82M
2
+$4.19M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$1.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.21M

Sector Composition

1 Technology 19.67%
2 Industrials 16.07%
3 Healthcare 11.3%
4 Financials 8.46%
5 Energy 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$427K 0.08%
26,700
-6,000
77
$386K 0.08%
+3,036
78
$369K 0.07%
6,794
79
$365K 0.07%
6,094
80
$359K 0.07%
5,185
81
$358K 0.07%
7,500
82
$352K 0.07%
1,350
83
$347K 0.07%
8,970
84
$324K 0.06%
6,625
-165
85
$305K 0.06%
6,717
+76
86
$283K 0.06%
6,000
87
$282K 0.06%
+5,000
88
$261K 0.05%
8,000
89
$233K 0.05%
3,134
90
$231K 0.05%
15,000
91
$225K 0.04%
+5,500
92
$213K 0.04%
+2,000
93
$212K 0.04%
+4,936
94
$205K 0.04%
+8,000
95
$203K 0.04%
7,592
-504
96
$139K 0.03%
2,250
+1,000
97
$135K 0.03%
12,053
98
$87K 0.02%
500
99
$48K 0.01%
+1,000
100
$1K ﹤0.01%
+10,000
1 2 3
4
5