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
$734M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$7.08M
3
+$3.66M
4
XOM icon
Exxon Mobil
XOM
+$3.56M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.24M

Top Sells

1
+$22.2M
2
+$3.65M
3
+$3.52M
4
TGT icon
Target
TGT
+$2.32M
5
WIN
Windstream Holdings Inc
WIN
+$1.13M

Sector Composition

1 Healthcare 15.4%
2 Technology 12.22%
3 Industrials 11.93%
4 Energy 9.86%
5 Financials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.19M 0.84%
116,251
+7,347
52
$6.14M 0.84%
231,996
+4,345
53
$6.1M 0.83%
263,678
+21,525
54
$5.72M 0.78%
202,479
+954
55
$5.69M 0.78%
386,956
-239,514
56
$5.65M 0.77%
69,819
+121
57
$5.07M 0.69%
21,175
58
$4.98M 0.68%
79,487
+1,079
59
$4.62M 0.63%
38,459
+760
60
$4.46M 0.61%
43,964
+7,219
61
$4.3M 0.59%
115,464
-325
62
$4.04M 0.55%
417,312
+132,688
63
$3.96M 0.54%
22,394
+10,315
64
$3.96M 0.54%
272,322
65
$3.86M 0.53%
54,681
-200
66
$3.84M 0.52%
57,867
-2,385
67
$3.43M 0.47%
25,440
+1,672
68
$2.78M 0.38%
33,290
+19,590
69
$2.58M 0.35%
22,766
+628
70
$2.41M 0.33%
63,678
-1,502
71
$2.41M 0.33%
+27,004
72
$2.34M 0.32%
116,340
-740
73
$2.24M 0.3%
224,949
-366,373
74
$2.03M 0.28%
54,030
-1,170
75
$2.02M 0.28%
118,776
-5,656
1 2
3
4 5