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HCM

Howland Capital Management Portfolio holdings

AUM $2.53B
1-Year Est. Return 20.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$12.4M
3
+$3.15M
4
AAPL icon
Apple
AAPL
+$3.03M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.81M

Top Sells

1
+$33.2M
2
+$7.91M
3
+$5.85M
4
MMM icon
3M
MMM
+$3.97M
5
KNSL icon
Kinsale Capital Group
KNSL
+$2.57M

Sector Composition

1 Financials 14.29%
2 Technology 13.96%
3 Healthcare 13.67%
4 Consumer Discretionary 6.59%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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266
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-200,972
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