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
$733M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$2.22M
3 +$862K
4
VMC icon
Vulcan Materials
VMC
+$624K
5
V icon
Visa
V
+$474K

Top Sells

1 +$14.7M
2 +$12.3M
3 +$696K
4
AMZN icon
Amazon
AMZN
+$626K
5
MSFT icon
Microsoft
MSFT
+$448K

Sector Composition

1 Technology 18.36%
2 Healthcare 12.79%
3 Communication Services 10.75%
4 Financials 10.57%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,000
102
-3,412