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
$649M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.56M
3
+$8.61M
4
TMO icon
Thermo Fisher Scientific
TMO
+$615K
5
KO icon
Coca-Cola
KO
+$398K

Top Sells

1
+$12.4M
2
+$8.6M
3
+$6.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.16M
5
AAPL icon
Apple
AAPL
+$371K

Sector Composition

1 Technology 19.98%
2 Industrials 11.6%
3 Healthcare 11.58%
4 Communication Services 10.38%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$474K 0.07%
5,242
77
$463K 0.07%
5,966
78
$437K 0.07%
16,770
79
$421K 0.06%
9,135
-209
80
$388K 0.06%
15,662
81
$381K 0.06%
7,758
+88
82
$353K 0.05%
7,142
83
$341K 0.05%
1,045
-15
84
$328K 0.05%
5,185
85
$314K 0.05%
2,700
86
$299K 0.05%
+2,138
87
$299K 0.05%
7,240
88
$266K 0.04%
38,095
89
$265K 0.04%
8,252
90
$253K 0.04%
3,412
91
$238K 0.04%
1,456
92
$233K 0.04%
2,861
-100
93
$200K 0.03%
4,244
-2,000
94
$146K 0.02%
+10,035
95
$137K 0.02%
20,000
96
$15K ﹤0.01%
2,000
97
– –
-15,285
98
– –
-187,888
99
– –
-261,619
100
– –
-3,200
1 2 3
4
5