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
$649M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$9.56M
3 +$8.61M
4
TMO icon
Thermo Fisher Scientific
TMO
+$615K
5
KO icon
Coca-Cola
KO
+$398K

Top Sells

1 +$12.4M
2 +$8.6M
3 +$6.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.16M
5
AAPL icon
Apple
AAPL
+$371K

Sector Composition

1 Technology 19.98%
2 Industrials 11.6%
3 Healthcare 11.58%
4 Communication Services 10.38%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,600