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
$680M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$8.71M
3
+$2.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$567K
5
ALL icon
Allstate
ALL
+$209K

Top Sells

1
+$8.95M
2
+$1.12M
3
+$459K
4
META icon
Meta Platforms (Facebook)
META
+$443K
5
MSFT icon
Microsoft
MSFT
+$333K

Sector Composition

1 Technology 20.79%
2 Healthcare 10.8%
3 Communication Services 10.43%
4 Industrials 9.84%
5 Financials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.2M 4.44%
113,198
+2,125
2
$27.8M 4.08%
324,745
-3,895
3
$27.2M 4%
642,700
-6,240
4
$24.3M 3.57%
415,640
-2,660
5
$23M 3.38%
130,357
-2,510
6
$22.3M 3.28%
208,854
-873
7
$22.2M 3.26%
206,152
-1,590
8
$18.2M 2.67%
72,827
-884
9
$17.5M 2.58%
332,700
-1,660
10
$17.3M 2.55%
138,571
-1,232
11
$17.1M 2.51%
111,661
-1,644
12
$16.5M 2.42%
405,136
+1,540
13
$16.5M 2.42%
93,199
-686
14
$15.8M 2.32%
341,941
+45,911
15
$15.7M 2.3%
317,964
+795
16
$15.6M 2.3%
61,322
-1,284
17
$15.3M 2.25%
143,200
-1,881
18
$15.3M 2.25%
147,440
-1,000
19
$15M 2.21%
181,873
+106,303
20
$14.5M 2.14%
270,694
-57
21
$14.3M 2.1%
127,270
-650
22
$14.3M 2.1%
102,291
-613
23
$14.3M 2.09%
27,740
-555
24
$12.8M 1.88%
278,431
+4,135
25
$12.4M 1.83%
182,465
-2,366
1
2 3 4