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
$520M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$420K
3
+$350K
4
T icon
AT&T
T
+$346K
5
MSFT icon
Microsoft
MSFT
+$308K

Top Sells

1
+$1.13M
2
+$500K
3
+$335K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$284K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$264K

Sector Composition

1 Technology 16.48%
2 Healthcare 13.53%
3 Industrials 12.4%
4 Communication Services 10.68%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$298K 0.06%
1,095
77
$285K 0.05%
10,500
78
$278K 0.05%
3,412
79
$269K 0.05%
2,497
-500
80
$232K 0.04%
3,000
81
$207K 0.04%
+2,409
82
$187K 0.04%
+20,000
83
$29K 0.01%
+5,000
84
$19K ﹤0.01%
14,000
85
$9K ﹤0.01%
2,000
86
– –
-12,053
1 2 3
4