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
$508M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$841K
3
+$806K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$802K
5
QCOM icon
Qualcomm
QCOM
+$775K

Top Sells

1
+$601K
2
+$379K
3
+$362K
4
NVS icon
Novartis
NVS
+$361K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$335K

Sector Composition

1 Technology 20.37%
2 Industrials 16%
3 Healthcare 9.54%
4 Financials 8.62%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,000
102
– –
-6,656
103
– –
-278,897
104
$0 ﹤0.01%
100,689
1 2 3 4
5