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
$708M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.2M
3
+$6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.04M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.95M

Top Sells

1
+$9.05M
2
+$4.92M
3
+$4.81M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.41M
5
IYW icon
iShares US Technology ETF
IYW
+$3.37M

Sector Composition

1 Technology 18.12%
2 Healthcare 14.14%
3 Communication Services 10.28%
4 Financials 9.9%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,030
102
– –
-5,966
103
– –
-20,000
104
– –
-31,984
1 2 3 4
5