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
$1.62B
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.28M
3
+$3.39M
4
SPGI icon
S&P Global
SPGI
+$3.26M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.09M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$6.9M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$5.58M
5
KMX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$263K 0.02%
5,216
+362
227
$261K 0.02%
3,517
228
$258K 0.02%
14,050
229
$253K 0.02%
3,750
-800
230
$249K 0.02%
189
231
$247K 0.02%
5,958
+25
232
$245K 0.02%
3,879
+352
233
$240K 0.01%
8,302
234
$236K 0.01%
2,485
235
$235K 0.01%
+3,001
236
$229K 0.01%
4,553
-106
237
$229K 0.01%
+1,688
238
$227K 0.01%
2,968
239
$226K 0.01%
+932
240
$224K 0.01%
2,880
241
$224K 0.01%
+1,931
242
$224K 0.01%
3,810
+10
243
$224K 0.01%
2,457
244
$219K 0.01%
+4,595
245
$219K 0.01%
+850
246
$211K 0.01%
+1,632
247
$211K 0.01%
3,780
-1,450
248
$209K 0.01%
1,538
-255
249
$207K 0.01%
+3,408
250
$204K 0.01%
+1,169
7 8 9
10
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