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
$1.66B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$6.93M
2 +$4.16M
3 +$4.03M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.31M
5
XOM icon
Exxon Mobil
XOM
+$2.05M

Top Sells

1 +$19M
2 +$14M
3 +$8.42M
4
BNS icon
Scotiabank
BNS
+$6.54M
5
MDT icon
Medtronic
MDT
+$5.03M

Sector Composition

1 Technology 15.79%
2 Financials 13.49%
3 Healthcare 13.44%
4 Consumer Discretionary 7.38%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-155,596
277
-2,968