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
$799M
AUM Growth
+$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.8M
3
+$2.61M
4
CVX icon
Chevron
CVX
+$2.27M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.02M

Top Sells

1
+$3.18M
2
+$1.92M
3
+$1.63M
4
AAPL icon
Apple
AAPL
+$1.34M
5
MSFT icon
Microsoft
MSFT
+$1.19M

Sector Composition

1 Technology 20.62%
2 Healthcare 11.99%
3 Financials 11%
4 Communication Services 10.72%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$543K 0.07%
8,528
+81
77
$532K 0.07%
2,700
78
$525K 0.07%
4,217
79
$497K 0.06%
12,365
-200
80
$481K 0.06%
12,138
-525
81
$456K 0.06%
3,400
82
$375K 0.05%
6,000
-6,000
83
$335K 0.04%
6,073
-154
84
$321K 0.04%
1,795
85
$305K 0.04%
4,974
86
$299K 0.04%
3,400
87
$289K 0.04%
770
88
$258K 0.03%
+1,262
89
$225K 0.03%
2,000
90
$225K 0.03%
+2,950
91
$224K 0.03%
8,252
92
$207K 0.03%
+7,425
93
$118K 0.01%
10,000
94
– –
-12,000
1 2 3
4