HCMNY
Howard Capital Management (New York) Portfolio holdings
AUM
$891M
1-Year Est. Return
34.82%
This Fund
S&P 500
1 Year Est. Return
+34.82%
AUM
$792M
AUM Growth
+$39.6M
(+5.3%)
Holding
100
Top Buys
| 1 | +$18.3M | |
| 2 | +$15.7M | |
| 3 | +$3.53M | |
| 4 |
Parker-Hannifin
PH
|
+$988K |
| 5 |
Leidos
LDOS
|
+$870K |
Top Sells
| 1 | +$21.7M | |
| 2 | +$17.6M | |
| 3 | +$5.35M | |
| 4 |
Apple
AAPL
|
+$5.3M |
| 5 |
Merck
MRK
|
+$2.96M |
Sector Composition
| 1 | Technology | 22.77% |
| 2 | Healthcare | 11.79% |
| 3 | Communication Services | 10.92% |
| 4 | Financials | 9.62% |
| 5 | Industrials | 9.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
RTX Corp
RTX
$274B
| $224K | 0.03% |
3,887
-5,042
|
|
||
77
Bristol-Myers Squibb
BMY
$127B
| $217K | 0.03% |
3,595
-32,196
|
|
||
78
Invesco WilderHill Clean Energy ETF
PBW
$542M
| $213K | 0.03% |
+3,500
|
|
||
79
iShares Global Clean Energy ETF
ICLN
$2.07B
| $185K | 0.02% |
10,000
|
|
||
80
Blackrock
BLK
$161B
| – | – |
-32,288
|
|
||
81
Check Point Software Technologies
CHKP
$17B
| – | – |
-9,050
|
|
||
82
Cummins
CMI
$79.3B
| – | – |
-1,720
|
|
||
83
Chevron
CVX
$376B
| – | – |
-12,629
|
|
||
84
Deere & Co
DE
$166B
| – | – |
-16,836
|
|
||
85
GE Aerospace
GE
$343B
| – | – |
-15,559
|
|
||
86
General Mills
GIS
$23.2B
| – | – |
-20,200
|
|
||
87
3M
MMM
$84.7B
| – | – |
-5,211
|
|
||
88
Nike
NKE
$85.9B
| – | – |
-9,084
|
|
||
89
Sealed Air
SEE
$6.19B
| – | – |
-17,800
|
|
||
90
Texas Instruments
TXN
$184B
| – | – |
-6,800
|
|