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
$799M
AUM Growth
+$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$14.8M
3 +$2.61M
4
CVX icon
Chevron
CVX
+$2.27M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.02M

Top Sells

1 +$3.18M
2 +$1.92M
3 +$1.63M
4
AAPL icon
Apple
AAPL
+$1.34M
5
MSFT icon
Microsoft
MSFT
+$1.19M

Sector Composition

1 Technology 20.62%
2 Healthcare 11.99%
3 Financials 11%
4 Communication Services 10.72%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$47M 5.89%
298,272
-7,558
2
$44.2M 5.54%
137,421
-5,964
3
$42.9M 5.37%
583,892
-18,220
4
$33.1M 4.15%
358,300
-9,840
5
$30.4M 3.8%
209,969
+4,260
6
$25.3M 3.16%
291,017
+650
7
$25.2M 3.16%
122,812
-2,325
8
$22.5M 2.82%
161,626
+8,600
9
$22.4M 2.8%
334,020
-2,100
10
$22.3M 2.79%
105,854
+1,105
11
$20.1M 2.51%
335,387
-6,735
12
$19.4M 2.43%
160,767
+18,798
13
$18.7M 2.34%
63,575
-650
14
$18.5M 2.32%
93,667
+76,322
15
$17.9M 2.24%
95,324
-1,870
16
$17.7M 2.22%
114,575
-2,780
17
$17.6M 2.2%
54,051
-100
18
$17.5M 2.2%
316,853
-1,015
19
$16.4M 2.05%
172,310
+27,470
20
$16.2M 2.03%
32,285
+3,090
21
$15.5M 1.94%
67,269
+495
22
$15.3M 1.92%
263,824
-8,080
23
$15.2M 1.9%
105,646
+10,690
24
$15.2M 1.9%
344,490
-2,820
25
$14.8M 1.86%
+148,675