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
$520M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$420K
3
+$350K
4
T icon
AT&T
T
+$346K
5
MSFT icon
Microsoft
MSFT
+$308K

Top Sells

1
+$1.13M
2
+$500K
3
+$335K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$284K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$264K

Sector Composition

1 Technology 16.48%
2 Healthcare 13.53%
3 Industrials 12.4%
4 Communication Services 10.68%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.7M 4.17%
222,045
+1,505
2
$21.3M 4.09%
101,501
-5,407
3
$18.8M 3.61%
154,795
+679
4
$18.1M 3.47%
119,730
-216
5
$16.6M 3.19%
193,563
+2,730
6
$16.3M 3.13%
318,783
+6,023
7
$16M 3.08%
447,920
-13,960
8
$16M 3.08%
670,528
+8,456
9
$15.2M 2.91%
275,880
+1,769
10
$15.1M 2.9%
131,906
+1,030
11
$14.3M 2.75%
136,346
+1,676
12
$13.9M 2.67%
251,681
+1,132
13
$13M 2.49%
163,903
+2,971
14
$12.4M 2.39%
109,623
+317
15
$12M 2.31%
87,260
+813
16
$11.7M 2.25%
77,127
+695
17
$11.5M 2.22%
438,404
-12,736
18
$11.5M 2.21%
144,250
+2,235
19
$11.3M 2.18%
118,524
+2,383
20
$11.3M 2.17%
153,499
+1,068
21
$10.9M 2.09%
309,620
+6,480
22
$10.8M 2.07%
95,778
+1,893
23
$10.3M 1.98%
227,625
+2,415
24
$10.1M 1.93%
225,237
-545
25
$9.49M 1.82%
63,889
+1,807
1
2 3 4