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
$649M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.56M
3
+$8.61M
4
TMO icon
Thermo Fisher Scientific
TMO
+$615K
5
KO icon
Coca-Cola
KO
+$398K

Top Sells

1
+$12.4M
2
+$8.6M
3
+$6.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.16M
5
AAPL icon
Apple
AAPL
+$371K

Sector Composition

1 Technology 19.98%
2 Industrials 11.6%
3 Healthcare 11.58%
4 Communication Services 10.38%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.9M 4.3%
111,073
+1,047
2
$25M 3.85%
648,940
-9,628
3
$24.5M 3.77%
328,640
-813
4
$23.3M 3.59%
209,727
+2,535
5
$22.7M 3.5%
132,867
-950
6
$20.5M 3.16%
207,742
-1,165
7
$20.1M 3.1%
418,300
+600
8
$16.9M 2.61%
148,440
-145
9
$16.6M 2.56%
73,711
-444
10
$16.5M 2.55%
270,751
-2,899
11
$16.4M 2.53%
139,803
+1,698
12
$16.3M 2.51%
334,360
+2,700
13
$15.8M 2.43%
93,885
+508
14
$15.3M 2.36%
113,305
+240
15
$15.1M 2.33%
403,596
+5,944
16
$15M 2.31%
317,169
+6,925
17
$14.8M 2.29%
62,606
+735
18
$14.4M 2.23%
124,635
+2,295
19
$14M 2.16%
127,920
+2,385
20
$13.9M 2.14%
145,081
-358
21
$13.4M 2.06%
102,904
+1,397
22
$12.7M 1.95%
28,295
-245
23
$12.5M 1.93%
179,124
+4,796
24
$12.3M 1.9%
274,296
+8,845
25
$11.8M 1.82%
351,594
1
2 3 4 5