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
$606M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$326K
3
+$312K
4
FRC.PRH
First Republic Bank
FRC.PRH
+$272K
5
CI icon
Cigna
CI
+$241K

Top Sells

1
+$6.02M
2
+$5.21M
3
+$4.84M
4
VMC icon
Vulcan Materials
VMC
+$4.72M
5
ROK icon
Rockwell Automation
ROK
+$3.45M

Sector Composition

1 Technology 17.62%
2 Healthcare 13.86%
3 Communication Services 10.72%
4 Financials 10.28%
5 Industrials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-20,000
102
– –
-10,035
103
– –
-8,252
104
– –
-5,185
1 2 3 4
5