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
$1.56B
AUM Growth
-$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.25M
3
+$3.22M
4
QCOM icon
Qualcomm
QCOM
+$3.2M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$4.86M
2
+$2.89M
3
+$1.83M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.71M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.22M

Sector Composition

1 Financials 14.69%
2 Technology 14.64%
3 Healthcare 14.13%
4 Consumer Discretionary 6.65%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$229K 0.01%
+1,494
227
$227K 0.01%
1,764
228
$226K 0.01%
9,000
229
$221K 0.01%
2,968
+6
230
$218K 0.01%
2,880
231
$217K 0.01%
3,800
-15
232
$217K 0.01%
+3,527
233
$217K 0.01%
+1,793
234
$216K 0.01%
+4,854
235
$215K 0.01%
2,485
+94
236
$211K 0.01%
5,933
-350
237
$210K 0.01%
3,631
238
$210K 0.01%
2,457
239
$205K 0.01%
4,659
240
$205K 0.01%
189
241
$203K 0.01%
+1,103
242
$202K 0.01%
+8,500
243
$140K 0.01%
+10,257
244
$118K 0.01%
+10,088
245
$60K ﹤0.01%
+20,200
246
$31K ﹤0.01%
3,087
247
– –
-1,219
248
– –
-5,005
249
– –
-1,947
250
– –
-1,688
7 8 9
10
11