HCM

Howland Capital Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$1.82M
3
+$1.75M
4
AWK icon
American Water Works
AWK
+$1.43M
5
FRC
First Republic Bank
FRC
+$1.07M

Top Sells

1
+$8.8M
2
+$6.61M
3
+$1.07M
4
VZ icon
Verizon
VZ
+$953K
5
AKAM icon
Akamai
AKAM
+$924K

Sector Composition

1 Healthcare 19.74%
2 Technology 12.51%
3 Industrials 9.94%
4 Financials 9.57%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-3,994
227
– –
-11,717
228
– –
-3,130
229
– –
-600
230
– –
-1,236
231
– –
-81,833
232
– –
-140,093
233
– –
-1,001
6 7 8 9
10