HCMNY

Howard Capital Management (New York) Portfolio holdings

AUM $891M
1-Year Est. Return 34.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$563M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$511K
2
+$407K
3
+$387K
4
KR icon
Kroger
KR
+$309K
5
VMC icon
Vulcan Materials
VMC
+$267K

Top Sells

1
+$976K
2
+$549K
3
+$358K
4
FDX icon
FedEx
FDX
+$271K
5
ISRG icon
Intuitive Surgical
ISRG
+$217K

Sector Composition

1 Technology 17.66%
2 Industrials 12.71%
3 Healthcare 11.48%
4 Communication Services 10.34%
5 Financials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$357K 0.06%
5,185
77
$355K 0.06%
8,252
78
$330K 0.06%
1,095
79
$290K 0.05%
3,412
80
$251K 0.04%
2,122
-200
81
$240K 0.04%
6,244
82
$186K 0.03%
20,000
83
$25K ﹤0.01%
14,000
84
$16K ﹤0.01%
5,000
85
– –
-2,700
86
– –
-1,250
87
– –
-29,783
88
– –
-10,000
1 2 3
4