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
$805M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.44M
3
+$2.02M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$1.88M
5
AMT icon
American Tower
AMT
+$1.59M

Top Sells

1
+$2.85M
2
+$2.51M
3
+$1.54M
4
IBM icon
IBM
IBM
+$1.3M
5
BND icon
Vanguard Total Bond Market
BND
+$1.07M

Sector Composition

1 Healthcare 15.79%
2 Industrials 12.22%
3 Technology 11.98%
4 Energy 9.64%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 1.43%
195,224
+12,532
27
$11.3M 1.4%
101,296
-4,805
28
$11.2M 1.39%
63
-1
29
$11.1M 1.38%
123,370
+2,059
30
$11.1M 1.37%
411,762
+69,944
31
$10.8M 1.34%
111,978
+295
32
$10.7M 1.33%
133,854
+19,890
33
$10.6M 1.32%
225,189
+30,471
34
$10.2M 1.27%
142,692
+6,315
35
$10.1M 1.25%
221,580
+1,466
36
$9.95M 1.24%
210,946
+17,140
37
$9.94M 1.23%
218,883
-1,440
38
$9.73M 1.21%
374,905
+15,241
39
$9.51M 1.18%
237,276
-5,729
40
$9.34M 1.16%
223,456
-3,080
41
$9.32M 1.16%
222,891
-65
42
$8.77M 1.09%
75,502
+388
43
$8.75M 1.09%
152,399
-625
44
$8.7M 1.08%
145,100
+6,457
45
$8.19M 1.02%
80,834
+36,870
46
$8.07M 1%
190,496
-3,075
47
$8.07M 1%
207,881
+35,629
48
$7.89M 0.98%
135,698
+19,447
49
$7.87M 0.98%
110,999
-1,350
50
$7.78M 0.97%
42,132
+13
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