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
$599M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1 +$2.86M
2 +$1.16M
3 +$835K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$766K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$644K

Top Sells

1 +$9.34M
2 +$9.23M
3 +$1.95M
4
XYL icon
Xylem
XYL
+$1.8M
5
GS icon
Goldman Sachs
GS
+$436K

Sector Composition

1 Technology 17.14%
2 Industrials 12.02%
3 Communication Services 11.02%
4 Healthcare 9.89%
5 Financials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$25.7M 4.28%
108,814
+3,543
2
$25M 4.18%
220,662
-1,347
3
$24.1M 4.03%
671,696
-8,900
4
$21.8M 3.65%
331,525
+9,324
5
$19.9M 3.32%
203,637
+4,890
6
$19.1M 3.2%
134,712
+3,726
7
$19M 3.18%
152,738
+434
8
$18.4M 3.08%
415,720
-1,940
9
$17.4M 2.9%
121,790
+1,794
10
$16.7M 2.78%
275,032
+975
11
$15.5M 2.59%
151,265
+2,365
12
$14.7M 2.46%
137,042
+1,459
13
$14.6M 2.44%
74,755
-184
14
$14.4M 2.4%
62,485
-1,900
15
$14.2M 2.38%
94,134
-937
16
$14.2M 2.37%
254,933
+2,464
17
$14.2M 2.36%
333,880
+18,060
18
$13.7M 2.28%
113,939
+4,550
19
$13.4M 2.23%
171,286
+4,833
20
$13.2M 2.2%
390,692
-57,616
21
$13M 2.16%
147,561
-1,286
22
$12.3M 2.06%
125,741
+4,500
23
$12.2M 2.03%
351,594
+82,667
24
$12M 2.01%
91,489
+1,869
25
$11M 1.83%
28,615
+555