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
$1.07B
AUM Growth
-$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$3.33M
3
+$2.67M
4
TEL icon
TE Connectivity
TEL
+$2.27M
5
AMT icon
American Tower
AMT
+$1.43M

Top Sells

1
+$17.2M
2
+$16.8M
3
+$3.59M
4
WFC icon
Wells Fargo
WFC
+$2.48M
5
YUM icon
Yum! Brands
YUM
+$2.22M

Sector Composition

1 Healthcare 18.88%
2 Technology 14.78%
3 Industrials 11.81%
4 Financials 8.89%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.5M 1.45%
280,260
+2,390
27
$15.5M 1.44%
196,009
+33,874
28
$14.9M 1.39%
61
29
$14.6M 1.36%
223,556
+2,772
30
$13.9M 1.3%
228,280
-2,635
31
$13.8M 1.29%
193,614
+14,760
32
$13.7M 1.28%
162,872
-1,684
33
$12.8M 1.2%
195,884
+3,199
34
$12.4M 1.16%
342,413
+3,925
35
$12.3M 1.14%
262,878
-5,124
36
$12.3M 1.14%
224,131
+15,551
37
$12.2M 1.14%
90,030
+1
38
$12.2M 1.14%
105,528
+28,791
39
$12.2M 1.14%
101,624
-6,775
40
$11.9M 1.11%
129,444
+2,942
41
$11.4M 1.06%
143,388
+5,489
42
$11.2M 1.04%
665,092
-2,928
43
$10.8M 1.01%
195,683
+234
44
$10.3M 0.96%
99,896
+295
45
$9.86M 0.92%
44,104
+1,027
46
$9.75M 0.91%
225,049
+440
47
$9.25M 0.86%
78,558
-526
48
$8.93M 0.83%
141,042
-35,011
49
$7.7M 0.72%
47,213
+3,872
50
$7.62M 0.71%
142,735
-1,306
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2
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