HCM
Howland Capital Management Portfolio holdings
AUM
$2.45B
This Quarter Return
+3.97%
1 Year Return
+18.92%
3 Year Return
+69.21%
5 Year Return
+110.29%
10 Year Return
+257.66%
AUM
$1.25B
AUM Growth
+$1.25B
(+3.1%)
Cap. Flow
+$3.73M
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
25.08%
Holding
226
New
6
Increased
48
Reduced
93
Closed
7
Top Buys
| 1 |
CELG
Celgene Corp
CELG
|
$4.59M |
| 2 |
American Water Works
AWK
|
$3.84M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$2.86M |
| 4 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
$2.57M |
| 5 |
WisdomTree International MidCap Dividend Fund
DIM
|
$2.55M |
Top Sells
| 1 |
GE Aerospace
GE
|
$3.65M |
| 2 |
Schlumberger
SLB
|
$3.45M |
| 3 |
United Parcel Service
UPS
|
$3.16M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$1.94M |
| 5 |
NBIS
Nebius Group N.V. Class A Ordinary Shares
NBIS
|
$1.6M |
Sector Composition
| 1 | Healthcare | 18.75% |
| 2 | Technology | 13.65% |
| 3 | Financials | 9.8% |
| 4 | Industrials | 8.88% |
| 5 | Consumer Discretionary | 5.41% |