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
$510M
AUM Growth
-$250K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$7.52M
2 +$6.96M
3 +$3.3M
4
IYW icon
iShares US Technology ETF
IYW
+$2.31M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$996K

Sector Composition

1 Technology 17.63%
2 Healthcare 12.8%
3 Industrials 12.63%
4 Communication Services 11.1%
5 Financials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$22M 4.31%
106,908
+4,846
2
$21.9M 4.3%
220,540
-7,703
3
$18.3M 3.59%
119,946
-2,101
4
$18M 3.54%
662,072
-3,088
5
$17.3M 3.39%
312,760
+7,086
6
$16.7M 3.27%
154,116
-79
7
$16.6M 3.26%
190,833
+525
8
$15.4M 3.02%
250,549
-7,928
9
$14.9M 2.93%
130,876
+10
10
$13.8M 2.72%
274,111
-1,877
11
$13.7M 2.69%
461,880
-22,140
12
$12.8M 2.52%
134,670
+4,235
13
$12.6M 2.48%
109,306
-254
14
$12.4M 2.44%
76,432
+2,291
15
$12.4M 2.44%
142,015
+590
16
$12.2M 2.4%
451,140
+85,224
17
$12M 2.36%
116,141
+536
18
$11.9M 2.33%
160,932
+8,552
19
$11.6M 2.28%
86,447
-1,536
20
$11.6M 2.27%
303,140
+3,800
21
$10.4M 2.05%
225,210
-2,333
22
$10.3M 2.03%
93,885
+4,321
23
$9.75M 1.91%
62,082
+834
24
$9.74M 1.91%
152,431
+108,985
25
$9.29M 1.82%
27,290
+379