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
$501M
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$2.07M
3
+$334K
4
EMR icon
Emerson Electric
EMR
+$231K
5
ACN icon
Accenture
ACN
+$211K

Top Sells

1
+$7.34M
2
+$6.29M
3
+$667K
4
BA icon
Boeing
BA
+$386K
5
IBB icon
iShares Biotechnology ETF
IBB
+$284K

Sector Composition

1 Technology 19.5%
2 Industrials 15.78%
3 Healthcare 12.4%
4 Financials 8.76%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,936
102
– –
-7,592
103
– –
-6,000
104
– –
-10,000
1 2 3 4
5