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
$680M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$8.21M
3
+$2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$553K
5
ALL icon
Allstate
ALL
+$197K

Top Sells

1
+$10.2M
2
+$1.07M
3
+$444K
4
NKE icon
Nike
NKE
+$423K
5
MSFT icon
Microsoft
MSFT
+$320K

Sector Composition

1 Technology 20.79%
2 Healthcare 10.8%
3 Communication Services 10.43%
4 Industrials 9.84%
5 Financials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$558K 0.08%
10,271
77
$552K 0.08%
16,770
78
$518K 0.08%
5,217
-25
79
$464K 0.07%
5,966
80
$422K 0.06%
8,710
-425
81
$387K 0.06%
5,185
82
$385K 0.06%
15,662
83
$378K 0.06%
7,142
84
$377K 0.06%
7,842
+84
85
$333K 0.05%
965
-80
86
$328K 0.05%
2,700
87
$307K 0.05%
5,109
88
$295K 0.04%
7,240
89
$276K 0.04%
1,456
90
$261K 0.04%
8,252
91
$248K 0.04%
3,412
92
$225K 0.03%
4,244
93
$209K 0.03%
+2,000
94
$206K 0.03%
+2,950
95
$147K 0.02%
10,035
96
$98K 0.01%
20,000
97
$17K ﹤0.01%
2,000
98
– –
-2,861
1 2 3
4