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
$752M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$7.13M
3
+$4.73M
4
VMC icon
Vulcan Materials
VMC
+$4.21M
5
ICE icon
Intercontinental Exchange
ICE
+$3.86M

Top Sells

1
+$857K
2
+$648K
3
+$562K
4
AAPL icon
Apple
AAPL
+$459K
5
MSFT icon
Microsoft
MSFT
+$433K

Sector Composition

1 Technology 25.21%
2 Healthcare 11.97%
3 Communication Services 11.21%
4 Financials 9.74%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$394K 0.05%
16,606
-232
77
$367K 0.05%
3,500
-2,500
78
$298K 0.04%
1,720
-75
79
$298K 0.04%
6,019
-54
80
$251K 0.03%
+1,000
81
$247K 0.03%
+760
82
$241K 0.03%
3,275
-100
83
$228K 0.03%
+736
84
$216K 0.03%
3,921
85
$206K 0.03%
8,252
86
$125K 0.02%
10,000
87
– –
-6,990
88
– –
-11,165
89
– –
-10,837
1 2 3
4