HCM

Howland Capital Management Portfolio holdings

AUM $2.45B
1-Year Est. Return 18.92%
This Quarter Est. Return
1 Year Est. Return
+18.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56B
AUM Growth
-$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.25M
3
+$3.22M
4
QCOM icon
Qualcomm
QCOM
+$3.2M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$4.86M
2
+$2.89M
3
+$1.83M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.71M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.22M

Sector Composition

1 Financials 14.69%
2 Technology 14.64%
3 Healthcare 14.13%
4 Consumer Discretionary 6.65%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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262
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-25,000
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