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
$487M
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$7.87M
2 +$7.32M
3 +$1.78M
4
MRK icon
Merck
MRK
+$1.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.04M

Top Sells

1 +$7.67M
2 +$2.5M
3 +$2.17M
4
DDD icon
3D Systems Corp
DDD
+$464K
5
PFG icon
Principal Financial Group
PFG
+$292K

Sector Composition

1 Technology 20.75%
2 Industrials 15.93%
3 Healthcare 9.08%
4 Financials 8.33%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$19.1M 3.92%
252,375
+2,010
2
$19M 3.9%
248,574
+4,060
3
$16.9M 3.47%
354,120
+23,122
4
$16.5M 3.38%
89,250
+1,502
5
$15.3M 3.14%
113,890
+4,399
6
$15.1M 3.11%
755,524
+36,428
7
$14.9M 3.05%
532,428
+13,249
8
$14.4M 2.95%
115,140
+5,528
9
$13.8M 2.84%
151,075
+11,352
10
$12.7M 2.6%
136,471
-4,996
11
$12.5M 2.57%
149,000
+8,950
12
$12.1M 2.48%
134,143
+8,485
13
$12M 2.46%
161,301
+12,800
14
$11.9M 2.44%
317,031
+5,336
15
$11.5M 2.37%
197,307
+10,913
16
$11.3M 2.32%
157,815
+5,387
17
$11.2M 2.29%
559,860
-5,800
18
$10.7M 2.2%
118,113
+4,665
19
$10.4M 2.13%
263,702
+45,300
20
$10.3M 2.11%
128,036
+9,720
21
$10M 2.05%
56,452
+5,296
22
$9.67M 1.99%
234,078
-60,458
23
$9.09M 1.87%
67,460
+330
24
$8.79M 1.8%
61,135
+440
25
$8.75M 1.8%
86,488
+6,186