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
$749M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$10.9M
3 +$1.68M
4
BAC icon
Bank of America
BAC
+$1.28M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$362K

Top Sells

1 +$15.4M
2 +$11.4M
3 +$1.32M
4
AMZN icon
Amazon
AMZN
+$224K
5
NFLX icon
Netflix
NFLX
+$205K

Sector Composition

1 Technology 18.12%
2 Healthcare 12.39%
3 Industrials 11.27%
4 Communication Services 10.05%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$40.4M 5.39%
403,260
-2,240
2
$36.8M 4.91%
321,422
-1,007
3
$36M 4.8%
637,672
-2,168
4
$35.4M 4.73%
121,851
+5,784
5
$24.6M 3.28%
210,294
+721
6
$21.5M 2.87%
130,589
+1,110
7
$20.8M 2.78%
344,860
+1,760
8
$18.8M 2.5%
277,244
+808
9
$18.6M 2.48%
109,374
+305
10
$18.6M 2.48%
90,046
+972
11
$17.7M 2.36%
364,544
-27,256
12
$17.3M 2.31%
141,262
+824
13
$17.2M 2.3%
71,480
+836
14
$16.9M 2.26%
149,988
+3,017
15
$16.5M 2.2%
348,361
+3,552
16
$16.3M 2.18%
125,850
+225
17
$16.3M 2.17%
332,209
+4,874
18
$14.8M 1.98%
154,827
+3,780
19
$14.7M 1.96%
106,118
+506
20
$14.6M 1.95%
183,383
+1,109
21
$14.3M 1.91%
309,739
+3,393
22
$14.1M 1.88%
62,795
+1,051
23
$13.9M 1.86%
95,429
+2,015
24
$13.2M 1.76%
28,048
+428
25
$12.9M 1.72%
115,638
+1,922