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
$1.32B
AUM Growth
+$63.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$4.02M
3
+$2.73M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.29M
5
MDT icon
Medtronic
MDT
+$2.26M

Top Sells

1
+$10.8M
2
+$7.05M
3
+$4.32M
4
GE icon
GE Aerospace
GE
+$3.38M
5
AKAM icon
Akamai
AKAM
+$3.13M

Sector Composition

1 Healthcare 21.04%
2 Technology 13.65%
3 Financials 10.71%
4 Industrials 7.22%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18M 1.37%
233,549
+171
27
$17.7M 1.34%
177,326
+65,868
28
$17.3M 1.31%
286,060
+4,960
29
$16.8M 1.27%
147,388
-19,734
30
$16.5M 1.25%
171,676
+7,396
31
$16.2M 1.23%
246,382
+930
32
$15.5M 1.18%
212,616
-957
33
$14.7M 1.12%
162,136
+600
34
$14.6M 1.11%
198,046
-2,294
35
$13.5M 1.02%
89,469
-107
36
$13.5M 1.02%
186,787
-2,563
37
$13.1M 0.99%
45,034
-100
38
$13.1M 0.99%
112,865
+2,762
39
$12.7M 0.96%
539,224
-15,440
40
$12.1M 0.92%
543,879
-484,507
41
$11.9M 0.91%
143,410
-365
42
$11.7M 0.89%
100,574
-4,688
43
$11M 0.83%
118,033
-668
44
$10.9M 0.82%
176,713
+285
45
$10.6M 0.8%
120,445
+1,001
46
$10.6M 0.8%
101,057
+38,466
47
$10.5M 0.8%
143,677
-42,734
48
$10.4M 0.79%
170,213
-640
49
$10.1M 0.77%
466,618
-67,353
50
$9.9M 0.75%
46,219
+639
1
2
3 4 5