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
$563M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$617K
2
+$523K
3
+$416K
4
IBB icon
iShares Biotechnology ETF
IBB
+$376K
5
KR icon
Kroger
KR
+$327K

Top Sells

1
+$976K
2
+$525K
3
+$355K
4
FDX icon
FedEx
FDX
+$274K
5
GS icon
Goldman Sachs
GS
+$236K

Sector Composition

1 Technology 17.66%
2 Industrials 12.71%
3 Healthcare 11.59%
4 Communication Services 10.34%
5 Financials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.5M 4.18%
105,271
+2,338
2
$23.1M 4.11%
222,009
-422
3
$20M 3.56%
322,201
+406
4
$19.7M 3.5%
680,596
+14,360
5
$18.2M 3.23%
119,996
+396
6
$17.6M 3.12%
198,747
+4,251
7
$17.5M 3.12%
152,304
+356
8
$16M 2.83%
135,583
-532
9
$15.7M 2.78%
417,660
-14,000
10
$15.4M 2.74%
64,385
-984
11
$15.4M 2.73%
274,057
-58
12
$15.1M 2.68%
130,986
+30
13
$14M 2.48%
166,453
+1,667
14
$14M 2.48%
74,939
-1,474
15
$13.5M 2.39%
448,308
+6,160
16
$13M 2.31%
95,071
-471
17
$12.8M 2.28%
148,847
-896
18
$12.8M 2.28%
252,469
+649
19
$12.8M 2.28%
109,389
-644
20
$12.6M 2.23%
148,900
+910
21
$12.5M 2.22%
315,820
+1,340
22
$10.8M 1.92%
218,806
-615
23
$10.7M 1.9%
28,060
+120
24
$10.5M 1.86%
121,241
+1,865
25
$10.3M 1.84%
285,367
+546
1
2 3 4