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
$1.74B
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$9.56M
3
+$6.22M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.84M
5
ORLY icon
O'Reilly Automotive
ORLY
+$4.51M

Top Sells

1
+$15.2M
2
+$8.01M
3
+$6.98M
4
AEM icon
Agnico Eagle Mines
AEM
+$4.58M
5
UGI icon
UGI
UGI
+$3.3M

Sector Composition

1 Technology 16.71%
2 Financials 14.1%
3 Healthcare 11.91%
4 Consumer Discretionary 7.81%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$270K 0.02%
5,924
227
$267K 0.02%
3,001
228
$266K 0.02%
5,405
-8,055
229
$265K 0.02%
4,616
230
$264K 0.02%
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231
$261K 0.02%
189
232
$260K 0.01%
332
233
$260K 0.01%
3,525
-76
234
$252K 0.01%
3,450
235
$252K 0.01%
1,223
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236
$247K 0.01%
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237
$247K 0.01%
+10,660
238
$245K 0.01%
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239
$242K 0.01%
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240
$240K 0.01%
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241
$238K 0.01%
4,468
-168
242
$237K 0.01%
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243
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$227K 0.01%
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245
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3,761
-118
246
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4,650
247
$217K 0.01%
4,000
248
$217K 0.01%
3,780
-100
249
$217K 0.01%
1,931
-1,000
250
$210K 0.01%
2,880
-24
7 8 9
10
11