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
$749M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.9M
3
+$1.68M
4
BAC icon
Bank of America
BAC
+$1.28M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$362K

Top Sells

1
+$15.4M
2
+$11.4M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$224K
5
NFLX icon
Netflix
NFLX
+$205K

Sector Composition

1 Technology 18.12%
2 Healthcare 12.39%
3 Industrials 11.27%
4 Communication Services 10.05%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$715K 0.1%
17,800
77
$529K 0.07%
4,967
78
$517K 0.07%
2,700
79
$505K 0.07%
12,319
-125
80
$493K 0.07%
5,185
81
$481K 0.06%
3,910
-125,370
82
$475K 0.06%
15,165
-75
83
$436K 0.06%
7,906
-180
84
$375K 0.05%
7,029
-521
85
$367K 0.05%
15,662
86
$352K 0.05%
8,079
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87
$329K 0.04%
5,966
88
$303K 0.04%
825
-25
89
$280K 0.04%
+8,252
90
$272K 0.04%
2,094
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91
$269K 0.04%
7,030
92
$264K 0.04%
1,276
-50
93
$232K 0.03%
3,412
94
$227K 0.03%
4,000
-1,200
95
$226K 0.03%
2,950
96
$86K 0.01%
+10,000
97
$85K 0.01%
10,035
98
$69K 0.01%
20,000
99
– –
0
100
$13K ﹤0.01%
2,000
1 2 3
4
5