HCMNY

Howard Capital Management (New York) Portfolio holdings

AUM $891M
1-Year Est. Return 34.82%
This Fund
S&P 500
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
+$216K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$1.16M
3
+$417K
4
BA icon
Boeing
BA
+$396K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$299K

Top Sells

1
+$7.82M
2
+$3.99M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$1.19M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.18M

Sector Composition

1 Technology 19.67%
2 Industrials 16.07%
3 Healthcare 11.3%
4 Financials 8.46%
5 Energy 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-217,858
102
– –
-70,855
103
– –
-2,605
104
– –
-5,511
105
$0 ﹤0.01%
100,689
1 2 3 4
5