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
$805M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.44M
3
+$2.02M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$1.88M
5
AMT icon
American Tower
AMT
+$1.59M

Top Sells

1
+$2.85M
2
+$2.51M
3
+$1.54M
4
IBM icon
IBM
IBM
+$1.3M
5
BND icon
Vanguard Total Bond Market
BND
+$1.07M

Sector Composition

1 Healthcare 15.79%
2 Industrials 12.22%
3 Technology 11.98%
4 Energy 9.64%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.63M 0.95%
221,402
-2,334
52
$7.21M 0.9%
274,013
+10,335
53
$6.26M 0.78%
207,459
+4,980
54
$5.78M 0.72%
272,322
55
$5.72M 0.71%
216,661
-15,335
56
$5.5M 0.68%
418,329
+12,052
57
$5.43M 0.67%
77,889
-1,598
58
$5.17M 0.64%
39,744
+1,285
59
$4.72M 0.59%
39,816
+17,050
60
$4.59M 0.57%
411,568
-5,744
61
$4.51M 0.56%
56,400
-13,419
62
$4.34M 0.54%
115,294
-170
63
$4.31M 0.54%
20,417
-758
64
$4.24M 0.53%
59,477
+1,610
65
$3.97M 0.49%
53,296
-1,385
66
$3.15M 0.39%
29,219
+3,779
67
$3M 0.37%
33,010
-280
68
$2.72M 0.34%
15,167
-7,227
69
$2.63M 0.33%
63,798
+120
70
$2.6M 0.32%
26,950
-54
71
$2.45M 0.3%
109,500
-6,840
72
$2.27M 0.28%
171,637
-215,319
73
$2.23M 0.28%
111,412
-7,364
74
$2.22M 0.28%
54,030
75
$2.21M 0.27%
53,194
-400
1 2
3
4 5