HCM
Howland Capital Management Portfolio holdings
AUM
$2.45B
This Quarter Return
+8.95%
1 Year Return
+18.92%
3 Year Return
+69.21%
5 Year Return
+110.29%
10 Year Return
+257.66%
AUM
$1.62B
AUM Growth
+$1.62B
(+4.2%)
Cap. Flow
-$51.2M
Cap. Flow
% of AUM
-3.16%
Top 10 Holdings %
Top 10 Hldgs %
34.52%
Holding
265
New
19
Increased
68
Reduced
95
Closed
8
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$11.2M |
| 2 |
O'Reilly Automotive
ORLY
|
$7.28M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$3.39M |
| 4 |
S&P Global
SPGI
|
$3.26M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$3.09M |
Top Sells
| 1 |
Kinsale Capital Group
KNSL
|
$11.6M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$10.8M |
| 3 |
Walt Disney
DIS
|
$6.9M |
| 4 |
PIMCO Dynamic Income Fund
PDI
|
$5.58M |
| 5 |
CarMax
KMX
|
$5.29M |
Sector Composition
| 1 | Financials | 14.78% |
| 2 | Healthcare | 14.2% |
| 3 | Technology | 14.15% |
| 4 | Consumer Discretionary | 7% |
| 5 | Consumer Staples | 5.33% |
