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
-$250K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$6.96M
3
+$3.3M
4
IYW icon
iShares US Technology ETF
IYW
+$2.31M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$996K

Top Sells

1
+$8.53M
2
+$7.7M
3
+$7.2M
4
IDGT icon
iShares US Digital Infrastructure and Real Estate ETF
IDGT
+$1.54M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.04M

Sector Composition

1 Technology 17.63%
2 Healthcare 12.8%
3 Industrials 12.63%
4 Communication Services 11.1%
5 Financials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$308K 0.06%
22,782
+7,782
77
$288K 0.06%
1,095
78
$284K 0.06%
+3,412
79
$280K 0.05%
10,500
80
$220K 0.04%
3,000
81
$54K 0.01%
12,053
82
$13K ﹤0.01%
14,000
83
$11K ﹤0.01%
2,000
84
– –
-209,077
85
– –
-23,550
86
– –
-260,906
87
– –
-13,420
1 2 3
4