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
$1.74B
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$9.56M
3
+$6.22M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.84M
5
ORLY icon
O'Reilly Automotive
ORLY
+$4.51M

Top Sells

1
+$15.2M
2
+$8.01M
3
+$6.98M
4
AEM icon
Agnico Eagle Mines
AEM
+$4.58M
5
UGI icon
UGI
UGI
+$3.3M

Sector Composition

1 Technology 16.71%
2 Financials 14.1%
3 Healthcare 11.91%
4 Consumer Discretionary 7.81%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$209K 0.01%
2,485
252
$209K 0.01%
1,064
253
$208K 0.01%
1,408
254
$207K 0.01%
+1,042
255
$201K 0.01%
+1,518
256
$201K 0.01%
3,408
257
$200K 0.01%
+8,302
258
$190K 0.01%
10,050
259
$151K 0.01%
+15,700
260
$127K 0.01%
12,729
-46,838
261
$38K ﹤0.01%
20,200
262
$1.5K ﹤0.01%
25,000
263
– –
-1,027
264
– –
-52,540
265
– –
-905
266
– –
-4,360
267
– –
-3,094
268
– –
-850
269
– –
-1,632
270
– –
-2,679
271
– –
-4,595
7 8 9 10
11