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
$882M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$9.4M
3
+$5.09M
4
VZ icon
Verizon
VZ
+$3.96M
5
YUM icon
Yum! Brands
YUM
+$3.25M

Top Sells

1
+$9.51M
2
+$8.71M
3
+$5.78M
4
PEP icon
PepsiCo
PEP
+$5.25M
5
FTR
Frontier Communications Corp.
FTR
+$2M

Sector Composition

1 Healthcare 16.3%
2 Technology 12.56%
3 Industrials 11.52%
4 Financials 9.48%
5 Energy 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.76M 0.88%
92,911
-62,899
52
$7.33M 0.83%
226,684
+19,225
53
$6.79M 0.77%
456,468
+38,139
54
$6.74M 0.76%
222,906
+6,245
55
$6.69M 0.76%
583,736
+172,168
56
$5.86M 0.66%
44,752
+5,008
57
$5.03M 0.57%
68,634
+9,157
58
$4.98M 0.56%
39,816
59
$4.8M 0.54%
100,957
+83,301
60
$4.67M 0.53%
54,570
-23,319
61
$4.6M 0.52%
84,891
+59,985
62
$4.48M 0.51%
123,714
+8,420
63
$4.39M 0.5%
56,681
+3,385
64
$4.35M 0.49%
53,544
-2,856
65
$3.42M 0.39%
35,909
+6,690
66
$3.2M 0.36%
32,172
-838
67
$3.15M 0.36%
17,103
+1,936
68
$2.96M 0.34%
31,550
+13,062
69
$2.83M 0.32%
83,542
+6,655
70
$2.62M 0.3%
109,900
+400
71
$2.48M 0.28%
64,018
+220
72
$2.45M 0.28%
18,930
+13,666
73
$2.45M 0.28%
45,181
+943
74
$2.43M 0.28%
176,757
+5,120
75
$2.4M 0.27%
26,914
-36
1 2
3
4 5