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
$501M
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$2.01M
3
+$324K
4
EMR icon
Emerson Electric
EMR
+$222K
5
ACN icon
Accenture
ACN
+$214K

Top Sells

1
+$7.34M
2
+$5.6M
3
+$684K
4
BA icon
Boeing
BA
+$386K
5
IBB icon
iShares Biotechnology ETF
IBB
+$296K

Sector Composition

1 Technology 19.5%
2 Industrials 15.78%
3 Healthcare 12.4%
4 Financials 8.76%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.5M 4.48%
246,399
-3,240
2
$21.8M 4.35%
245,134
-950
3
$19.8M 3.95%
349,951
-1,185
4
$18.1M 3.61%
719,076
+3,448
5
$17.3M 3.46%
88,023
+680
6
$16.1M 3.21%
148,425
+630
7
$16M 3.2%
150,325
+108
8
$15M 3%
516,474
+4,432
9
$14.9M 2.97%
320,577
-2,588
10
$14.7M 2.94%
119,973
+813
11
$14M 2.79%
137,535
+1,767
12
$12.4M 2.47%
277,738
+3,760
13
$12.3M 2.46%
164,661
+2,670
14
$12.2M 2.44%
203,077
+1,203
15
$10.9M 2.17%
59,163
+715
16
$10.8M 2.14%
122,800
+3,705
17
$10.7M 2.13%
89,276
-575
18
$10.6M 2.12%
160,206
+1,602
19
$9.9M 1.98%
284,375
-1,703
20
$9.75M 1.94%
228,488
-1,034
21
$9.72M 1.94%
60,180
22
$9.53M 1.9%
228,424
+2,797
23
$9.11M 1.82%
565,100
+3,300
24
$9.06M 1.81%
135,586
+2,770
25
$9.02M 1.8%
130,320
+1,875
1
2 3 4 5