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
$382M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$14.4M
3 +$14.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.4M
5
CVX icon
Chevron
CVX
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.45%
2 Industrials 15.08%
3 Healthcare 9.45%
4 Consumer Staples 9.44%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$15.3M 4%
+241,759
2
$14.4M 3.76%
+247,947
3
$14.2M 3.71%
+320,246
4
$13.4M 3.5%
+83,288
5
$12.6M 3.31%
+106,784
6
$11.8M 3.09%
+106,267
7
$11.7M 3.06%
+136,048
8
$11.5M 3%
+285,627
9
$10.9M 2.86%
+498,903
10
$10.6M 2.78%
+307,043
11
$10.4M 2.73%
+135,090
12
$9.68M 2.53%
+683,144
13
$9.58M 2.51%
+181,498
14
$9.5M 2.49%
+102,011
15
$9.39M 2.46%
+51,407
16
$8.77M 2.29%
+149,854
17
$8.5M 2.22%
+139,096
18
$8.47M 2.22%
+118,194
19
$8.12M 2.13%
+108,663
20
$7.78M 2.04%
+560,460
21
$7.26M 1.9%
+48,016
22
$7.25M 1.9%
+80,302
23
$6.98M 1.83%
+198,312
24
$6.94M 1.82%
+178,970
25
$6.79M 1.78%
+213,392