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
$1.71B
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.65M
3
+$7.76M
4
APH icon
Amphenol
APH
+$6.98M
5
META icon
Meta Platforms (Facebook)
META
+$6.38M

Top Sells

1
+$10.1M
2
+$6.59M
3
+$5.8M
4
TPL icon
Texas Pacific Land
TPL
+$4.61M
5
MDT icon
Medtronic
MDT
+$4.42M

Sector Composition

1 Technology 17.09%
2 Financials 14.5%
3 Healthcare 10.3%
4 Consumer Discretionary 7.79%
5 Communication Services 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$241K 0.01%
4,016
-600
227
$240K 0.01%
3,450
228
$238K 0.01%
3,525
229
$238K 0.01%
1,223
230
$231K 0.01%
4,905
-500
231
$230K 0.01%
15,765
232
$230K 0.01%
4,468
233
$223K 0.01%
1,700
234
$218K 0.01%
1,931
235
$213K 0.01%
932
-400
236
$207K 0.01%
+2,211
237
$205K 0.01%
1,050
-115
238
$204K 0.01%
2,536
-465
239
$203K 0.01%
+1,342
240
$157K 0.01%
17,400
+1,700
241
$143K 0.01%
42,700
242
$126K 0.01%
12,747
+18
243
$45.8K ﹤0.01%
37,844
+17,644
244
$3K ﹤0.01%
25,000
245
– –
-2,485
246
– –
-4,000
247
– –
-1,400
248
– –
-5,853
249
– –
-4,650
250
– –
-3,780
7 8 9
10
11