HCM

Howland Capital Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.18M
3
+$4.04M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.42M
5
AAPL icon
Apple
AAPL
+$2.27M

Top Sells

1
+$49M
2
+$19M
3
+$8.43M
4
BNS icon
Scotiabank
BNS
+$6.54M
5
MDT icon
Medtronic
MDT
+$4.98M

Sector Composition

1 Technology 15.79%
2 Financials 13.49%
3 Healthcare 13.44%
4 Consumer Discretionary 7.38%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$285K 0.02%
7,633
+66
227
$284K 0.02%
14,520
228
$275K 0.02%
3,601
+130
229
$273K 0.02%
5,958
230
$272K 0.02%
42,700
231
$262K 0.02%
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232
$260K 0.02%
1,157
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233
$259K 0.02%
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234
$256K 0.02%
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235
$254K 0.02%
4,636
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236
$253K 0.02%
3,001
237
$249K 0.02%
850
238
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239
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240
$243K 0.01%
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241
$241K 0.01%
189
242
$241K 0.01%
3,450
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243
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244
$239K 0.01%
+4,410
245
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2,700
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246
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3,880
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247
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2,485
248
$225K 0.01%
1,632
249
$224K 0.01%
+3,103
250
$223K 0.01%
+5,924
8 9
10
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