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
$510M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$3.26M
3
+$1.19M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.01M
5
CVS icon
CVS Health
CVS
+$392K

Top Sells

1
+$11.9M
2
+$6.85M
3
+$6.21M
4
ILMN icon
Illumina
ILMN
+$5.67M
5
NKE icon
Nike
NKE
+$958K

Sector Composition

1 Technology 16.98%
2 Communication Services 11.39%
3 Industrials 11.32%
4 Healthcare 11.15%
5 Financials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$336K 0.07%
7,190
+82
77
$317K 0.06%
6,860
78
$278K 0.05%
1,095
-35
79
$270K 0.05%
10,500
-266,321
80
$252K 0.05%
15,000
81
$209K 0.04%
3,000
82
$53K 0.01%
12,053
83
$34K 0.01%
2,000
84
$12K ﹤0.01%
14,000
85
– –
-79,200
86
– –
-33,174
87
– –
-6,244
1 2 3
4