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
$752M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$7.13M
3 +$4.73M
4
VMC icon
Vulcan Materials
VMC
+$4.21M
5
ICE icon
Intercontinental Exchange
ICE
+$3.86M

Top Sells

1 +$857K
2 +$648K
3 +$562K
4
AAPL icon
Apple
AAPL
+$459K
5
MSFT icon
Microsoft
MSFT
+$433K

Sector Composition

1 Technology 25.21%
2 Healthcare 11.97%
3 Communication Services 11.21%
4 Financials 9.74%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$58.9M 7.83%
289,452
-2,129
2
$49.3M 6.56%
540,628
-5,032
3
$46.6M 6.2%
338,120
-4,700
4
$44.8M 5.96%
145,405
+8,511
5
$27M 3.59%
119,031
-350
6
$26.8M 3.57%
240,428
+32,093
7
$23.1M 3.07%
325,520
+160
8
$22.5M 2.99%
104,701
+920
9
$21.5M 2.86%
291,193
+4,779
10
$19.9M 2.64%
211,141
+50,335
11
$19.7M 2.62%
175,700
+760
12
$19.4M 2.58%
323,866
-854
13
$19.3M 2.57%
53,343
+22
14
$19M 2.52%
62,583
+467
15
$18.4M 2.45%
1,938,600
-2,200
16
$18M 2.39%
276,464
+109,783
17
$17.9M 2.38%
92,590
+422
18
$17.6M 2.34%
32,288
+315
19
$16.5M 2.19%
244,196
-12,712
20
$16.3M 2.17%
140,833
+36,332
21
$16.2M 2.15%
176,321
+42,156
22
$16M 2.13%
112,810
+1,250
23
$14.9M 1.99%
+81,480
24
$14.9M 1.98%
158,807
+17,793
25
$14.3M 1.9%
319,066
+10,205