HCMNY
Howard Capital Management (New York) Portfolio holdings
AUM
$891M
This Quarter Return
+1.37%
1 Year Return
+34.82%
3 Year Return
+76.77%
5 Year Return
+136.83%
10 Year Return
–
AUM
$703M
AUM Growth
+$703M
(-4.2%)
Cap. Flow
-$36.6M
Cap. Flow
% of AUM
-5.21%
Top 10 Holdings %
Top 10 Hldgs %
40.18%
Holding
101
New
2
Increased
12
Reduced
44
Closed
6
Top Buys
| 1 |
XYZ
Block, Inc.
XYZ
|
$743K |
| 2 |
SPDR S&P Biotech ETF
XBI
|
$602K |
| 3 |
Vulcan Materials
VMC
|
$471K |
| 4 |
Conagra Brands
CAG
|
$439K |
| 5 |
Zoetis
ZTS
|
$407K |
Top Sells
| 1 |
RTN
Raytheon Company
RTN
|
$15.9M |
| 2 |
International Flavors & Fragrances
IFF
|
$14.5M |
| 3 |
Amazon
AMZN
|
$785K |
| 4 |
Apple
AAPL
|
$777K |
| 5 |
Microsoft
MSFT
|
$764K |
Sector Composition
| 1 | Technology | 20.24% |
| 2 | Healthcare | 13.04% |
| 3 | Financials | 11.03% |
| 4 | Communication Services | 10.94% |
| 5 | Consumer Staples | 7.78% |
