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
$599M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.16M
3
+$835K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$766K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$644K

Top Sells

1
+$9.34M
2
+$9.23M
3
+$1.95M
4
XYL icon
Xylem
XYL
+$1.8M
5
GS icon
Goldman Sachs
GS
+$436K

Sector Composition

1 Technology 17.14%
2 Industrials 12.02%
3 Communication Services 11.02%
4 Healthcare 9.89%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$396K 0.07%
+15,662
77
$378K 0.06%
7,587
+79
78
$360K 0.06%
5,465
+280
79
$348K 0.06%
7,142
-468
80
$342K 0.06%
1,095
81
$298K 0.05%
3,452
+40
82
$263K 0.04%
+7,240
83
$257K 0.04%
38,095
84
$257K 0.04%
8,252
85
$256K 0.04%
3,261
-117,558
86
$254K 0.04%
6,244
87
$230K 0.04%
+2,700
88
$214K 0.04%
+1,456
89
$213K 0.04%
+3,550
90
$209K 0.03%
+2,600
91
$160K 0.03%
20,000
92
$24K ﹤0.01%
14,000
93
– –
-5,000
94
– –
-95,315
1 2 3
4