HCMNY
Howard Capital Management (New York) Portfolio holdings
AUM
$891M
This Quarter Return
+4.93%
1 Year Return
+34.82%
3 Year Return
+76.77%
5 Year Return
+136.83%
10 Year Return
–
AUM
$550M
AUM Growth
+$550M
(+5.8%)
Cap. Flow
+$8.09M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
33.64%
Holding
114
New
8
Increased
38
Reduced
23
Closed
6
Top Buys
| 1 |
Intercontinental Exchange
ICE
|
$7.75M |
| 2 |
Vulcan Materials
VMC
|
$7.62M |
| 3 |
Kroger
KR
|
$6.82M |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
$976K |
| 5 |
Fluor
FLR
|
$323K |
Top Sells
| 1 |
American Express
AXP
|
$8.12M |
| 2 |
Wells Fargo
WFC
|
$7.68M |
| 3 |
Amazon
AMZN
|
$681K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$633K |
| 5 |
Johnson & Johnson
JNJ
|
$336K |
Sector Composition
| 1 | Technology | 17.8% |
| 2 | Industrials | 12.51% |
| 3 | Healthcare | 12.19% |
| 4 | Communication Services | 10.53% |
| 5 | Financials | 7.28% |
