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
$586M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$626K
3
+$204K
4
FDX icon
FedEx
FDX
+$50.3K
5
BAC icon
Bank of America
BAC
+$13.7K

Top Sells

1
+$15.5M
2
+$14.8M
3
+$12.7M
4
MCD icon
McDonald's
MCD
+$12.6M
5
CVX icon
Chevron
CVX
+$10.8M

Sector Composition

1 Technology 24.94%
2 Healthcare 13.26%
3 Communication Services 11.12%
4 Financials 9.56%
5 Consumer Staples 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46M 7.85%
291,581
-6,691
2
$35.3M 6.02%
136,894
-527
3
$34.7M 5.92%
545,660
-38,232
4
$33.4M 5.7%
342,820
-15,480
5
$21M 3.59%
286,414
-4,603
6
$20.1M 3.44%
208,335
-1,634
7
$19.9M 3.4%
119,381
-3,431
8
$18.9M 3.23%
325,360
-8,660
9
$17.7M 3.02%
62,116
-1,459
10
$17.6M 3%
324,720
-10,667
11
$16.9M 2.89%
103,781
-2,073
12
$15.1M 2.58%
53,321
-730
13
$14.8M 2.53%
92,168
-3,156
14
$14.5M 2.47%
160,806
-820
15
$14.1M 2.4%
31,973
-312
16
$13.7M 2.33%
308,861
-7,992
17
$13.5M 2.31%
174,940
+2,630
18
$13.1M 2.24%
256,908
-6,916
19
$12.9M 2.21%
141,014
-5,592
20
$12.8M 2.18%
1,940,800
-48,400
21
$12M 2.05%
111,560
-3,015
22
$11.3M 1.93%
104,501
-1,145
23
$10.9M 1.85%
166,681
-4,665
24
$10.8M 1.85%
134,165
-4,707
25
$10.7M 1.83%
91,312
-2,788
1
2 3 4