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
+$216K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.88M
2
+$1.15M
3
+$434K
4
BA icon
Boeing
BA
+$386K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$307K

Top Sells

1
+$7.82M
2
+$4.19M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$1.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.21M

Sector Composition

1 Technology 19.67%
2 Industrials 16.07%
3 Healthcare 11.3%
4 Financials 8.46%
5 Energy 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.4M 4.21%
249,639
-9,711
2
$21.1M 4.15%
246,084
-7,875
3
$19.4M 3.82%
351,136
-9,838
4
$17.1M 3.37%
87,343
-6,195
5
$16.6M 3.27%
715,628
-55,996
6
$16M 3.15%
135,768
-7,000
7
$15.7M 3.09%
150,217
-6,013
8
$15M 2.96%
119,160
-266
9
$14.8M 2.92%
512,042
-25,726
10
$14.7M 2.9%
147,795
-9,405
11
$13.5M 2.65%
323,165
-2,077
12
$12.8M 2.53%
161,991
-9,140
13
$11.7M 2.31%
89,851
-32,071
14
$11.6M 2.29%
201,874
-5,001
15
$11.5M 2.27%
158,604
-5,778
16
$11.3M 2.22%
119,095
-2,835
17
$10.6M 2.09%
273,978
-10,524
18
$10.2M 2.01%
132,816
-3,445
19
$9.79M 1.93%
58,448
-2,629
20
$9.73M 1.92%
225,627
+4,026
21
$9.72M 1.91%
229,522
-7,113
22
$9.12M 1.8%
561,800
-6,360
23
$9.11M 1.79%
60,180
-3,435
24
$9.1M 1.79%
85,294
-1,116
25
$8.84M 1.74%
286,078
-8,838
1
2 3 4 5