HCM

Howland Capital Management Portfolio holdings

AUM $2.45B
1-Year Est. Return 18.92%
This Quarter Est. Return
1 Year Est. Return
+18.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$8.92M
2 +$7.52M
3 +$5.61M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$4.79M
5
UGI icon
UGI
UGI
+$4.09M

Top Sells

1 +$12.9M
2 +$4.79M
3 +$3.17M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.95M
5
ECL icon
Ecolab
ECL
+$1.7M

Sector Composition

1 Healthcare 15.8%
2 Technology 11.96%
3 Financials 11.66%
4 Consumer Discretionary 6.87%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-3,600
227
-2,328
228
-129,996