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
$586M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$626K
3
+$204K
4
FDX icon
FedEx
FDX
+$50.3K
5
BAC icon
Bank of America
BAC
+$13.7K

Top Sells

1
+$15.5M
2
+$14.8M
3
+$12.7M
4
MCD icon
McDonald's
MCD
+$12.6M
5
CVX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$314K 0.05%
6,000
77
$263K 0.04%
6,073
78
$263K 0.04%
6,990
-337,500
79
$252K 0.04%
7,215
-210
80
$243K 0.04%
1,795
81
$236K 0.04%
8,252
82
$222K 0.04%
3,375
-25
83
$211K 0.04%
3,921
-1,053
84
$151K 0.03%
11,165
-1,200
85
$96K 0.02%
10,000
86
– –
-2,000
87
– –
-148,675
88
– –
-1,262
89
– –
-2,950
90
– –
-770
91
– –
-33,333
92
– –
-58,583
93
– –
-28,290
94
– –
-67,269
1 2 3
4