HCM
Howland Capital Management Portfolio holdings
AUM
$2.62B
1-Year Est. Return
20.11%
1 Year Est. Return
+20.11%
AUM
$2.45B
AUM Growth
+$211M
(+9.4%)
Holding
277
Top Buys
| 1 | +$20.2M | |
| 2 | +$10.3M | |
| 3 | +$6.83M | |
| 4 |
iShares Gold Trust Micro
IAUM
|
+$4.51M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$3.58M |
Top Sells
| 1 | +$6.01M | |
| 2 | +$2.73M | |
| 3 | +$2.09M | |
| 4 |
Watsco Inc
WSO
|
+$1.94M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$1.47M |
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 | |
|---|---|---|---|---|---|---|
276
UnitedHealth
UNH
$306B
| – | – |
-867
|
|
||
277
Vanguard S&P 500 Value ETF
VOOV
$6.03B
| – | – |
-1,171
|
|