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
$882M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$9.4M
3
+$5.09M
4
VZ icon
Verizon
VZ
+$3.96M
5
YUM icon
Yum! Brands
YUM
+$3.25M

Top Sells

1
+$9.51M
2
+$8.71M
3
+$5.78M
4
PEP icon
PepsiCo
PEP
+$5.25M
5
FTR
Frontier Communications Corp.
FTR
+$2M

Sector Composition

1 Healthcare 16.3%
2 Technology 12.56%
3 Industrials 11.52%
4 Financials 9.48%
5 Energy 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13M 1.47%
203,905
+12,794
27
$13M 1.47%
120,312
+3,340
28
$12.9M 1.47%
488,054
+76,292
29
$12.8M 1.45%
156,344
+22,490
30
$12.7M 1.45%
127,533
+15,555
31
$12.6M 1.43%
193,731
+15,232
32
$12.5M 1.42%
251,865
+32,982
33
$11.8M 1.34%
63
34
$11.7M 1.33%
156,361
+13,669
35
$11.7M 1.33%
184,524
+14,209
36
$11.6M 1.32%
248,015
+22,826
37
$10.5M 1.19%
170,989
+18,590
38
$10.5M 1.19%
407,168
+32,263
39
$10.1M 1.15%
238,464
+15,008
40
$9.97M 1.13%
245,775
+231,645
41
$9.86M 1.12%
231,408
+9,828
42
$9.44M 1.07%
83,053
+7,551
43
$9M 1.02%
166,924
+31,226
44
$8.93M 1.01%
163,056
+17,956
45
$8.9M 1.01%
228,842
+20,961
46
$8.78M 1%
192,907
+2,411
47
$8.2M 0.93%
228,652
+7,250
48
$8.2M 0.93%
298,918
+24,905
49
$8.16M 0.93%
120,372
+9,373
50
$7.9M 0.9%
42,251
+119
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