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
$686M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$9.01M
3
+$4.43M
4
IQV icon
IQVIA
IQV
+$3M
5
HPP
Hudson Pacific Properties
HPP
+$2.07M

Top Sells

1
+$13.6M
2
+$10.4M
3
+$1.94M
4
ACN icon
Accenture
ACN
+$327K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$317K

Sector Composition

1 Technology 18.9%
2 Healthcare 11.28%
3 Industrials 11.13%
4 Communication Services 9.76%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.4M 4.42%
115,377
+2,179
2
$29.9M 4.35%
412,860
-2,780
3
$29.7M 4.32%
324,922
+177
4
$27.2M 3.96%
648,336
+5,636
5
$21M 3.06%
208,938
+2,786
6
$20.8M 3.03%
130,151
-206
7
$20.3M 2.96%
190,639
-18,215
8
$18.2M 2.65%
349,764
+7,823
9
$17.7M 2.58%
341,360
+8,660
10
$17.4M 2.53%
413,760
+8,624
11
$17.2M 2.51%
71,628
-1,199
12
$16.8M 2.45%
109,531
-2,130
13
$16.5M 2.4%
326,693
+8,729
14
$16M 2.34%
140,663
+2,092
15
$15.8M 2.3%
143,428
+228
16
$15.5M 2.26%
61,528
+206
17
$15.5M 2.25%
189,910
+8,037
18
$15.2M 2.22%
93,922
+723
19
$14.9M 2.17%
27,505
-235
20
$14.4M 2.09%
276,417
+5,723
21
$14M 2.05%
182,614
+149
22
$13.8M 2.01%
131,190
+3,920
23
$13.5M 1.97%
415,274
+63,680
24
$13.2M 1.93%
103,340
+1,049
25
$12.9M 1.88%
113,220
+38,786
1
2 3 4 5