HCM

Howland Capital Management Portfolio holdings

AUM $2.63B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$14.2M
3
+$4.57M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.11M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.97M

Top Sells

1
+$7.23M
2
+$7.04M
3
+$2.63M
4
XOM icon
Exxon Mobil
XOM
+$1.96M
5
KMX icon
CarMax
KMX
+$1.35M

Sector Composition

1 Healthcare 19.26%
2 Technology 13.54%
3 Industrials 10.61%
4 Financials 8.69%
5 Energy 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-500
227
– –
-3,333
228
– –
-3,200
6 7 8 9
10