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
$733M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M
2 +$2.03M
3 +$886K
4
VMC icon
Vulcan Materials
VMC
+$671K
5
V icon
Visa
V
+$503K

Top Sells

1 +$14.7M
2 +$12.4M
3 +$696K
4
AMZN icon
Amazon
AMZN
+$636K
5
MSFT icon
Microsoft
MSFT
+$472K

Sector Composition

1 Technology 18.36%
2 Healthcare 12.79%
3 Communication Services 10.75%
4 Financials 10.57%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$42.3M 5.77%
144,277
+781
2
$41.7M 5.69%
311,325
-3,527
3
$35.7M 4.87%
377,180
-6,720
4
$30.5M 4.16%
615,996
-3,928
5
$29M 3.95%
207,590
-2,480
6
$24.7M 3.37%
128,097
-1,879
7
$23.3M 3.17%
290,694
+3,200
8
$19.6M 2.68%
106,284
-1,176
9
$19.5M 2.66%
121,160
-1,143
10
$18.5M 2.52%
341,780
-3,760
11
$17.8M 2.43%
143,180
-279
12
$17.2M 2.35%
153,829
-813
13
$17.2M 2.34%
+64,980
14
$17.1M 2.33%
98,604
+2,897
15
$16.7M 2.28%
144,723
+4,121
16
$16.5M 2.25%
344,206
-2,586
17
$16.3M 2.23%
321,034
-962
18
$16M 2.19%
54,551
-139
19
$15.9M 2.17%
91,482
+659
20
$14.8M 2.02%
176,826
-2,764
21
$14.5M 1.98%
99,877
-123
22
$14.2M 1.94%
353,670
-6,150
23
$14.1M 1.92%
113,434
-2,376
24
$13.8M 1.88%
278,660
-5,412
25
$13.7M 1.88%
29,293
-22