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
$492M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.41M
3
+$2.34M
4
CVS icon
CVS Health
CVS
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$630K

Top Sells

1
+$8.07M
2
+$1.36M
3
+$838K
4
AAPL icon
Apple
AAPL
+$240K
5
YPF icon
YPF
YPF
+$219K

Sector Composition

1 Technology 17.77%
2 Industrials 12.52%
3 Healthcare 11.9%
4 Communication Services 10.18%
5 Financials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.9M 4.85%
233,498
+1,824
2
$19.2M 3.9%
189,648
-2,157
3
$18.6M 3.79%
675,824
-8,696
4
$18.6M 3.79%
97,114
+3,288
5
$16.8M 3.43%
273,802
-2,356
6
$16.1M 3.29%
515,900
-5,460
7
$15M 3.06%
124,248
+2,029
8
$14.4M 2.94%
154,753
+1,532
9
$13.7M 2.79%
309,686
+63
10
$13M 2.65%
276,884
+165
11
$12.8M 2.61%
501,820
-53,200
12
$10.8M 2.21%
110,347
+24,549
13
$10.8M 2.19%
111,598
+18,012
14
$10.8M 2.19%
156,045
+5,890
15
$10.7M 2.17%
61,457
+637
16
$10.7M 2.17%
74,091
+16,231
17
$10.3M 2.09%
130,416
+5,114
18
$10.1M 2.05%
126,815
-35
19
$9.81M 2%
90,398
+33,390
20
$9.72M 1.98%
89,138
+944
21
$9.48M 1.93%
176,511
+3,181
22
$9.44M 1.92%
127,322
+888
23
$9.21M 1.87%
229,598
+1,919
24
$8.98M 1.83%
147,268
+321
25
$8.97M 1.82%
99,761
+465
1
2 3 4