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

Top Buys

1 +$17.2M
2 +$2.03M
3 +$886K
4
VMC icon
Vulcan Materials
VMC
+$671K
5
V icon
Visa
V
+$503K

Top Sells

1 +$14.7M
2 +$12.4M
3 +$696K
4
AMZN icon
Amazon
AMZN
+$636K
5
MSFT icon
Microsoft
MSFT
+$472K

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
-3,412
102
-5,820