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
$703M
AUM Growth
-$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$743K
2
+$602K
3
+$471K
4
CAG icon
Conagra Brands
CAG
+$439K
5
ZTS icon
Zoetis
ZTS
+$407K

Top Sells

1
+$15.9M
2
+$14.5M
3
+$785K
4
AAPL icon
Apple
AAPL
+$777K
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$522K 0.07%
8,447
+83
77
$501K 0.07%
12,663
78
$499K 0.07%
4,217
79
$486K 0.07%
2,700
80
$429K 0.06%
12,565
81
$401K 0.06%
3,400
82
$331K 0.05%
6,227
-25
83
$301K 0.04%
3,400
-250
84
$301K 0.04%
12,000
85
$300K 0.04%
4,974
86
$292K 0.04%
1,795
87
$271K 0.04%
770
88
$265K 0.04%
8,252
89
$217K 0.03%
2,000
90
$109K 0.02%
10,000
91
– –
-99,877
92
– –
-91,482
1 2 3
4