HCM

Howland Capital Management Portfolio holdings

AUM $2.63B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.45B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$10.1M
3
+$6.3M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$4.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.33M

Top Sells

1
+$5.37M
2
+$2.68M
3
+$2.15M
4
WSO icon
Watsco Inc
WSO
+$2.04M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.52M

Sector Composition

1 Technology 23.12%
2 Financials 12.89%
3 Communication Services 8.2%
4 Consumer Discretionary 8.05%
5 Healthcare 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$331K 0.01%
369
-95
227
$326K 0.01%
9,549
-2,627
228
$323K 0.01%
3,516
229
$322K 0.01%
3,252
+400
230
$321K 0.01%
4,712
-267
231
$319K 0.01%
13,740
232
$317K 0.01%
2,916
-428
233
$315K 0.01%
3,010
-38
234
$303K 0.01%
1,298
235
$301K 0.01%
877
-11
236
$300K 0.01%
+4,030
237
$298K 0.01%
910
238
$288K 0.01%
4,173
+128
239
$286K 0.01%
10,257
240
$285K 0.01%
5,468
241
$282K 0.01%
698
-12
242
$281K 0.01%
2,727
243
$281K 0.01%
2,700
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244
$281K 0.01%
5,724
245
$278K 0.01%
8,950
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246
$270K 0.01%
2,511
-19
247
$268K 0.01%
334
-32
248
$267K 0.01%
2,510
-130
249
$264K 0.01%
1,397
250
$263K 0.01%
1,434
+30
8 9
10
11 12