HCMNY
Howard Capital Management (New York) Portfolio holdings
AUM
$891M
1-Year Return
34.82%
This Quarter Return
-14.19%
1 Year Return
+34.82%
3 Year Return
+76.77%
5 Year Return
+136.83%
10 Year Return
–
AUM
$586M
AUM Growth
-$213M
(-27%)
Cap. Flow
-$90.8M
Cap. Flow
% of AUM
-15.51%
Top 10 Holdings %
Top 10 Hldgs %
45.17%
Holding
102
New
4
Increased
10
Reduced
54
Closed
9
Top Buys
| 1 |
OCSI
Oaktree Strategic Income Corporation
OCSI
|
$995K |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
$626K |
| 3 |
SPDR S&P Biotech ETF
XBI
|
$204K |
| 4 |
FedEx
FDX
|
$50.3K |
| 5 |
Bank of America
BAC
|
$13.7K |
Top Sells
| 1 |
Goldman Sachs
GS
|
$15.5M |
| 2 |
Ametek
AME
|
$14.8M |
| 3 |
iShares US Medical Devices ETF
IHI
|
$12.7M |
| 4 |
McDonald's
MCD
|
$12.6M |
| 5 |
Chevron
CVX
|
$10.8M |
Sector Composition
| 1 | Technology | 24.94% |
| 2 | Healthcare | 13.26% |
| 3 | Communication Services | 11.12% |
| 4 | Financials | 9.56% |
| 5 | Consumer Staples | 8.44% |
