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
$409M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$660K
3
+$633K
4
AAPL icon
Apple
AAPL
+$612K
5
FLR icon
Fluor
FLR
+$568K

Top Sells

1
+$4.58M
2
+$239K
3
+$225K
4
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$214K
5
T icon
AT&T
T
+$208K

Sector Composition

1 Technology 20.02%
2 Industrials 16.01%
3 Healthcare 9.28%
4 Consumer Staples 8.6%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.5M 4.28%
250,365
+2,418
2
$15.8M 3.85%
244,514
+2,755
3
$15M 3.68%
330,998
+10,752
4
$14.7M 3.6%
87,748
+4,460
5
$13.3M 3.25%
109,612
+2,828
6
$12.5M 3.06%
109,491
+3,224
7
$12.2M 2.99%
719,096
+35,952
8
$12.1M 2.96%
139,723
+3,675
9
$11.3M 2.77%
519,179
+20,276
10
$11.2M 2.73%
294,536
+8,909
11
$11.1M 2.71%
125,658
+7,464
12
$10.9M 2.66%
140,050
+4,960
13
$10.4M 2.54%
311,695
+4,652
14
$10.3M 2.53%
152,428
+2,574
15
$10M 2.44%
148,501
+9,405
16
$9.63M 2.35%
186,394
+4,896
17
$9.52M 2.33%
105,348
+3,337
18
$9.38M 2.29%
52,976
+1,569
19
$8.84M 2.16%
565,660
+5,200
20
$8.57M 2.09%
113,448
+4,785
21
$8.4M 2.05%
118,316
+8,000
22
$8.09M 1.98%
51,156
+3,140
23
$7.93M 1.94%
218,402
+5,010
24
$7.64M 1.87%
141,467
+187
25
$7.49M 1.83%
186,730
+7,760
1
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