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
$508M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$3.95M
2 +$841K
3 +$806K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$802K
5
QCOM icon
Qualcomm
QCOM
+$775K

Top Sells

1 +$601K
2 +$379K
3 +$362K
4
NVS icon
Novartis
NVS
+$361K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$335K

Sector Composition

1 Technology 20.37%
2 Industrials 16%
3 Healthcare 9.54%
4 Financials 8.62%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$20.4M 4.03%
259,350
+6,975
2
$20.3M 4.01%
253,959
+5,385
3
$19.6M 3.85%
360,974
+6,854
4
$17.5M 3.45%
93,538
+4,288
5
$15.3M 3.02%
156,230
+5,155
6
$14.9M 2.94%
537,768
+5,340
7
$14.8M 2.92%
119,426
+5,536
8
$14.8M 2.91%
771,624
+16,100
9
$14.8M 2.91%
157,200
+8,200
10
$14.5M 2.86%
121,922
+6,782
11
$13.9M 2.74%
142,768
+8,625
12
$13.5M 2.66%
171,131
+9,830
13
$13.3M 2.63%
325,242
+8,211
14
$12.6M 2.47%
206,875
+9,568
15
$12.1M 2.38%
164,382
+6,567
16
$11M 2.16%
121,930
+3,817
17
$10.6M 2.09%
136,261
+8,225
18
$10.5M 2.07%
284,502
+20,800
19
$10M 1.97%
61,077
+4,625
20
$9.55M 1.88%
568,160
+8,300
21
$9.15M 1.8%
236,635
+2,557
22
$9.13M 1.8%
86,410
+2,725
23
$9.09M 1.79%
134,330
+6,135
24
$8.99M 1.77%
221,601
+18,785
25
$8.98M 1.77%
60,243
+2,495