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
$636M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$8.26M
3
+$8.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.23M
5
KO icon
Coca-Cola
KO
+$847K

Top Sells

1
+$6.78M
2
+$1.25M
3
+$1.14M
4
XYZ
Block Inc
XYZ
+$518K
5
AAPL icon
Apple
AAPL
+$473K

Sector Composition

1 Technology 16.24%
2 Industrials 11.5%
3 Healthcare 11.23%
4 Communication Services 10.3%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.6M 4.18%
110,026
+1,212
2
$23.7M 3.73%
658,568
-13,128
3
$22.7M 3.57%
329,453
-2,072
4
$22.2M 3.49%
208,907
-11,755
5
$21.4M 3.37%
207,192
+3,555
6
$20.2M 3.18%
417,700
+1,980
7
$20.2M 3.18%
133,817
-895
8
$16.7M 2.63%
273,650
-1,382
9
$16.2M 2.55%
148,585
-2,680
10
$16.1M 2.53%
74,155
-600
11
$15.8M 2.49%
122,340
+550
12
$15.4M 2.42%
331,660
-2,220
13
$15.1M 2.38%
93,377
-757
14
$15.1M 2.37%
255,653
+720
15
$14.4M 2.26%
138,105
+1,063
16
$14.1M 2.22%
+310,244
17
$14M 2.2%
113,065
-874
18
$13.9M 2.18%
397,652
+6,960
19
$13.7M 2.16%
61,871
-614
20
$13.4M 2.11%
101,507
-51,231
21
$13.3M 2.09%
145,439
-2,122
22
$13.1M 2.07%
125,535
-206
23
$12.1M 1.9%
28,540
-75
24
$12M 1.89%
351,594
25
$11.9M 1.87%
265,451
+18,891
1
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