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
$1.16B
AUM Growth
+$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$15M
3
+$4.57M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.25M
5
CELG
Celgene Corp
CELG
+$4.01M

Top Sells

1
+$7.9M
2
+$7.2M
3
+$2.63M
4
XOM icon
Exxon Mobil
XOM
+$1.93M
5
KMX icon
CarMax
KMX
+$1.23M

Sector Composition

1 Healthcare 19.26%
2 Technology 13.54%
3 Industrials 10.61%
4 Financials 8.69%
5 Energy 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.6M 1.44%
278,621
+15,227
27
$16.6M 1.43%
419,082
-700
28
$15.7M 1.36%
199,561
+3,552
29
$15.6M 1.35%
193,904
+290
30
$15.2M 1.32%
61
31
$15M 1.3%
+134,536
32
$14.4M 1.25%
120,527
+30,497
33
$14.3M 1.24%
195,189
-695
34
$14.3M 1.24%
158,862
-4,010
35
$13.9M 1.2%
177,873
-7,041
36
$13.4M 1.16%
233,862
+10,306
37
$13.2M 1.14%
223,391
-4,889
38
$12.8M 1.11%
217,846
-6,285
39
$12.6M 1.09%
258,424
-4,454
40
$12.2M 1.06%
105,991
+4,367
41
$12.2M 1.06%
130,465
+1,021
42
$11.7M 1.01%
175,257
+68,653
43
$11.4M 0.99%
194,471
-1,212
44
$11.3M 0.98%
633,132
-31,960
45
$11.3M 0.97%
141,165
-2,223
46
$10.4M 0.9%
44,114
+10
47
$10.2M 0.88%
99,761
-135
48
$10.1M 0.87%
157,474
+16,432
49
$9.66M 0.84%
217,504
-7,545
50
$9.47M 0.82%
154,208
-766
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