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
$749M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.3M
3
+$1.65M
4
BAC icon
Bank of America
BAC
+$1.33M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$366K

Top Sells

1
+$14.9M
2
+$10.8M
3
+$1.29M
4
AMZN icon
Amazon
AMZN
+$211K
5
NFLX icon
Netflix
NFLX
+$205K

Sector Composition

1 Technology 18.12%
2 Healthcare 12.39%
3 Industrials 11.27%
4 Communication Services 10.05%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,230
1 2 3 4
5