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
$1.63B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.7M
3
+$2.74M
4
AMZN icon
Amazon
AMZN
+$2.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.59M

Top Sells

1
+$33.2M
2
+$7.84M
3
+$5.54M
4
MMM icon
3M
MMM
+$3.56M
5
KNSL icon
Kinsale Capital Group
KNSL
+$2.67M

Sector Composition

1 Financials 14.29%
2 Technology 13.96%
3 Healthcare 13.67%
4 Consumer Discretionary 6.59%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$233K 0.01%
3,002
+125
227
$231K 0.01%
3,267
+375
228
$231K 0.01%
2,962
229
$229K 0.01%
2,391
230
$228K 0.01%
2,457
231
$225K 0.01%
6,283
232
$225K 0.01%
8,498
233
$221K 0.01%
+10,036
234
$219K 0.01%
3,631
235
$216K 0.01%
2,880
236
$211K 0.01%
4,595
237
$210K 0.01%
4,915
+162
238
$210K 0.01%
1,652
+16
239
$207K 0.01%
3,815
240
$205K 0.01%
1,688
241
$203K 0.01%
+3,028
242
$201K 0.01%
1,169
243
$153K 0.01%
25,000
244
$43K ﹤0.01%
3,087
-30
245
$9K ﹤0.01%
25,000
-25,000
246
– –
-3,241
247
– –
-10,088
248
– –
-1,700
249
– –
-10,257
250
– –
-3,500
7 8 9
10
11