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
$1.63B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.7M
3
+$2.74M
4
AMZN icon
Amazon
AMZN
+$2.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.59M

Top Sells

1
+$33.2M
2
+$7.84M
3
+$5.54M
4
MMM icon
3M
MMM
+$3.56M
5
KNSL icon
Kinsale Capital Group
KNSL
+$2.67M

Sector Composition

1 Financials 14.29%
2 Technology 13.96%
3 Healthcare 13.67%
4 Consumer Discretionary 6.59%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.4M 1.38%
1,061,184
+3,172
27
$22.2M 1.37%
162,584
+20,022
28
$22.2M 1.37%
144,062
+1,124
29
$22.1M 1.36%
62,955
-5,695
30
$22M 1.35%
104,243
+3,458
31
$21.5M 1.32%
100,869
+1,614
32
$21.3M 1.31%
56,187
+6,848
33
$20.4M 1.26%
137,334
-202
34
$18.7M 1.15%
449,883
+43
35
$16.8M 1.03%
520,536
-5,392
36
$16.3M 1%
1,151,256
+56,032
37
$16.3M 1%
258,924
+7,055
38
$16.2M 1%
69,707
+776
39
$15.5M 0.95%
+84,319
40
$15.3M 0.94%
106,335
+7,670
41
$14.6M 0.9%
375,151
-20,448
42
$14.4M 0.89%
127,127
-127
43
$13.6M 0.84%
809,990
+31,518
44
$13.2M 0.81%
155,873
-3,431
45
$13M 0.8%
503,618
+718
46
$11.7M 0.72%
+91,228
47
$11.4M 0.7%
17,845
+11
48
$10.8M 0.67%
126,566
+22,429
49
$10.1M 0.62%
294,173
+12,795
50
$9.76M 0.6%
200,674
-7,076
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