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
$1B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.05M
3
+$1.7M
4
CDK
CDK Global, Inc.
CDK
+$1.46M
5
AMT icon
American Tower
AMT
+$1.37M

Top Sells

1
+$13.6M
2
+$2.28M
3
+$1.88M
4
NUAN
Nuance Communications, Inc.
NUAN
+$1.53M
5
BKF icon
iShares MSCI BIC ETF
BKF
+$1.17M

Sector Composition

1 Healthcare 17.08%
2 Technology 12.3%
3 Industrials 11.49%
4 Financials 9.72%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.5M 1.45%
170,270
+23,989
27
$14.4M 1.43%
205,288
-716
28
$14.3M 1.43%
207,319
+4,930
29
$14.2M 1.42%
392,554
-9,235
30
$14.2M 1.42%
63
31
$14M 1.39%
174,730
-9,921
32
$13.7M 1.36%
246,493
+9,372
33
$13.3M 1.32%
259,728
+54,078
34
$12.9M 1.28%
102,793
-3,255
35
$12.8M 1.28%
122,583
-355
36
$12.8M 1.27%
319,590
+29,196
37
$12.2M 1.21%
355,229
+2,460
38
$11.9M 1.19%
164,914
-885
39
$11.8M 1.18%
105,388
-9,566
40
$11.3M 1.13%
94,291
+6,584
41
$11.2M 1.11%
242,456
-125
42
$10.8M 1.08%
202,530
-1,050
43
$10.7M 1.06%
197,563
+1,385
44
$10.1M 1.01%
77,365
-3,250
45
$9.52M 0.95%
256,354
+16,110
46
$9.34M 0.93%
112,062
-12,291
47
$9.01M 0.9%
238,153
+120
48
$8.71M 0.87%
647,256
+14,600
49
$8.65M 0.86%
42,079
-15
50
$8.48M 0.84%
242,234
+6,932
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