HCM

Howland Capital Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.18M
3
+$4.04M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.42M
5
AAPL icon
Apple
AAPL
+$2.27M

Top Sells

1
+$49M
2
+$19M
3
+$8.43M
4
BNS icon
Scotiabank
BNS
+$6.54M
5
MDT icon
Medtronic
MDT
+$4.98M

Sector Composition

1 Technology 15.79%
2 Financials 13.49%
3 Healthcare 13.44%
4 Consumer Discretionary 7.38%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.7M 1.25%
206,648
+1,460
27
$19.8M 1.2%
276,036
+1,326
28
$19.1M 1.15%
192,391
-20,391
29
$19.1M 1.15%
130,319
-2,803
30
$18.5M 1.12%
91,841
-5,858
31
$17.4M 1.05%
234,341
-3,239
32
$17.4M 1.05%
158,681
+18,511
33
$17.4M 1.05%
75,938
-5,754
34
$17.3M 1.04%
1,117,507
-7,524
35
$17M 1.02%
132,953
+5,489
36
$16.6M 1%
73,528
+4,299
37
$16.6M 1%
125,704
+4,015
38
$16.4M 0.99%
866,585
+13,825
39
$15.9M 0.96%
106,633
-504
40
$14.1M 0.85%
349,472
+16,220
41
$12.8M 0.77%
134,597
-32,282
42
$12.2M 0.74%
216,375
+60,405
43
$12M 0.73%
194,200
+750
44
$11.5M 0.69%
142,597
-61,742
45
$11.1M 0.67%
172,705
-63,875
46
$11M 0.66%
140,651
-3,036
47
$10.8M 0.65%
288,523
+5,633
48
$10.2M 0.62%
464,565
-5,316
49
$9.23M 0.56%
262,768
-12,287
50
$9.03M 0.54%
31,535
+197
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