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
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$2.41M
3
+$2.09M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.96M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.51M

Top Sells

1
+$3.87M
2
+$3.27M
3
+$1.7M
4
PEP icon
PepsiCo
PEP
+$1.37M
5
CELG
Celgene Corp
CELG
+$1.21M

Sector Composition

1 Healthcare 16.46%
2 Technology 11.89%
3 Financials 11.42%
4 Consumer Discretionary 7.29%
5 Utilities 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.2M 1.23%
195,443
-490
27
$16.2M 1.23%
131,392
-787
28
$16.1M 1.22%
129,992
-76
29
$15.5M 1.17%
245,868
+15,447
30
$15.4M 1.17%
95,514
+1,684
31
$15.3M 1.16%
158,346
+1,840
32
$14.6M 1.11%
141,186
+1,848
33
$14.4M 1.09%
184,706
-4,052
34
$14.2M 1.08%
201,404
-2,596
35
$13.5M 1.02%
45,547
-60
36
$13.4M 1.02%
43
-1
37
$13.1M 0.99%
115,493
-28,869
38
$13M 0.99%
242,905
+23,957
39
$12.9M 0.98%
129,996
-12,230
40
$12.2M 0.93%
343,211
+1,235
41
$11.6M 0.88%
479,256
+28,208
42
$11.3M 0.85%
20,463
-131
43
$10.3M 0.78%
186,747
-3,240
44
$10.3M 0.78%
181,283
+6,834
45
$10.2M 0.77%
204,192
-7,843
46
$9.98M 0.76%
47,987
+1,200
47
$9.49M 0.72%
171,418
+6,803
48
$9.22M 0.7%
77,777
+1,487
49
$9.06M 0.69%
160,684
-10,359
50
$8.78M 0.67%
250,700
+200
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