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
$525M
AUM Growth
+$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$3.37M
3
+$974K
4
KHC icon
Kraft Heinz
KHC
+$508K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$266K

Top Sells

1
+$4.04M
2
+$3.6M
3
+$2.9M
4
IBB icon
iShares Biotechnology ETF
IBB
+$799K
5
AXP icon
American Express
AXP
+$746K

Sector Composition

1 Technology 17.31%
2 Industrials 13.81%
3 Healthcare 11.78%
4 Financials 9.89%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$356K 0.07%
3,322
-775
77
$350K 0.07%
6,800
78
$321K 0.06%
1,175
-25
79
$310K 0.06%
6,660
-50
80
$294K 0.06%
7,023
+84
81
$257K 0.05%
6,244
82
$255K 0.05%
15,000
83
$238K 0.05%
3,000
84
$219K 0.04%
8,000
85
$217K 0.04%
2,000
86
$216K 0.04%
7,445
-1,350
87
$214K 0.04%
+7,972
88
$111K 0.02%
12,053
89
$99K 0.02%
2,000
90
$56K 0.01%
500
91
$24K ﹤0.01%
14,000
92
– –
-8,160
93
– –
-3,134
94
– –
-3,550
95
– –
-40,032
96
– –
-68,280
97
– –
-5,966
1 2 3
4