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
$695M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.04M
3
+$693K
4
KO icon
Coca-Cola
KO
+$571K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$531K

Top Sells

1
+$13.8M
2
+$10.7M
3
+$1.64M
4
IYW icon
iShares US Technology ETF
IYW
+$979K
5
AMZN icon
Amazon
AMZN
+$626K

Sector Composition

1 Technology 19.37%
2 Healthcare 11.29%
3 Industrials 10.93%
4 Communication Services 10.76%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$487K 0.07%
4,967
-250
77
$435K 0.06%
15,240
-1,530
78
$431K 0.06%
2,700
79
$423K 0.06%
8,086
-420
80
$412K 0.06%
14,612
-4,500
81
$400K 0.06%
5,185
82
$380K 0.05%
7,550
+8
83
$375K 0.05%
5,966
84
$369K 0.05%
7,974
+103
85
$364K 0.05%
15,662
86
$302K 0.04%
850
-40
87
$283K 0.04%
2,128
-10
88
$269K 0.04%
7,030
-210
89
$260K 0.04%
+3,412
90
$259K 0.04%
1,326
-40
91
$254K 0.04%
5,200
-705
92
$205K 0.03%
+5,230
93
$204K 0.03%
2,950
94
$131K 0.02%
10,035
95
$94K 0.01%
20,000
96
– –
0
97
$16K ﹤0.01%
2,000
98
– –
-10,271
99
– –
-96,997
100
– –
-4,244
1 2 3
4