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
$2.07B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$14.6M
3
+$10.6M
4
TPL icon
Texas Pacific Land
TPL
+$10.4M
5
META icon
Meta Platforms (Facebook)
META
+$7.84M

Top Sells

1
+$13.4M
2
+$9.19M
3
+$6.83M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.94M
5
ES icon
Eversource Energy
ES
+$5.54M

Sector Composition

1 Technology 19.16%
2 Financials 14.02%
3 Healthcare 9.3%
4 Communication Services 7.81%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$325K 0.02%
+5,596
227
$325K 0.02%
4,016
228
$323K 0.02%
14,580
-1,150
229
$317K 0.02%
7,109
-22
230
$315K 0.02%
211,118
+168,274
231
$300K 0.01%
1,273
+50
232
$299K 0.01%
10,250
-500
233
$297K 0.01%
2,500
-200
234
$290K 0.01%
834
-225
235
$288K 0.01%
+189
236
$283K 0.01%
1,931
237
$274K 0.01%
11,000
-900
238
$270K 0.01%
+1,342
239
$268K 0.01%
910
-22
240
$268K 0.01%
+1,000
241
$259K 0.01%
15,095
242
$258K 0.01%
+9,615
243
$254K 0.01%
14,451
-5,305
244
$252K 0.01%
1,050
245
$249K 0.01%
1,404
-4
246
$247K 0.01%
859
247
$246K 0.01%
3,078
-18,731
248
$245K 0.01%
2,469
-67
249
$238K 0.01%
+1,298
250
$236K 0.01%
450
7 8 9
10
11