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
$695M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$7.04M
3 +$693K
4
KO icon
Coca-Cola
KO
+$571K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$531K

Top Sells

1 +$13.8M
2 +$10.7M
3 +$1.64M
4
IYW icon
iShares US Technology ETF
IYW
+$979K
5
AMZN icon
Amazon
AMZN
+$626K

Sector Composition

1 Technology 19.37%
2 Healthcare 11.29%
3 Industrials 10.93%
4 Communication Services 10.76%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$34.5M 4.96%
405,500
-7,360
2
$31.8M 4.57%
322,429
-2,493
3
$31.5M 4.53%
116,067
+690
4
$29.6M 4.26%
639,840
-8,496
5
$25.2M 3.62%
129,479
-672
6
$22M 3.16%
209,573
+635
7
$19.4M 2.79%
343,100
+1,740
8
$17.8M 2.57%
109,069
-462
9
$17.8M 2.55%
140,438
-225
10
$17.5M 2.51%
391,800
-21,960
11
$17.2M 2.48%
89,074
+36,450
12
$17.1M 2.47%
344,809
-4,955
13
$16.1M 2.31%
327,335
+642
14
$16M 2.31%
192,278
+2,368
15
$16M 2.31%
70,644
-984
16
$16M 2.3%
276,436
+19
17
$15.3M 2.2%
146,971
+3,543
18
$15M 2.15%
129,280
-1,910
19
$14.7M 2.11%
113,716
+496
20
$14.4M 2.07%
151,047
+128,065
21
$13.8M 1.98%
27,620
+115
22
$13.6M 1.96%
61,744
+216
23
$13.4M 1.93%
306,346
+13,025
24
$13.1M 1.88%
369,061
-46,213
25
$12.8M 1.84%
105,612
+2,272