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
$918M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$3.88M
3
+$3.5M
4
GG
Goldcorp Inc
GG
+$2.59M
5
TEL icon
TE Connectivity
TEL
+$1.85M

Top Sells

1
+$10M
2
+$3.06M
3
+$2.3M
4
XOM icon
Exxon Mobil
XOM
+$1.92M
5
MCD icon
McDonald's
MCD
+$1.74M

Sector Composition

1 Healthcare 18.51%
2 Technology 12.93%
3 Industrials 11.81%
4 Financials 10.18%
5 Energy 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.99M 0.76%
88,638
-6,586
52
$6.98M 0.76%
219,829
+3,490
53
$6.36M 0.69%
67,415
+1,087
54
$6.24M 0.68%
143,448
-194
55
$5.98M 0.65%
58,723
+381
56
$5.53M 0.6%
62,592
+2,470
57
$5.47M 0.6%
237,362
+2,888
58
$5.38M 0.59%
41,280
+694
59
$5.14M 0.56%
85,801
+30,878
60
$4.85M 0.53%
387,593
+207,235
61
$4.42M 0.48%
69,544
+1,215
62
$3.92M 0.43%
365,000
63
$3.82M 0.42%
137,886
+9,728
64
$3.7M 0.4%
45,210
+344
65
$3.63M 0.4%
131,540
+6,156
66
$3.6M 0.39%
49,474
-645
67
$3.5M 0.38%
+76,881
68
$3.23M 0.35%
26,311
+42
69
$2.64M 0.29%
65,901
-938
70
$2.58M 0.28%
101,915
-120,984
71
$2.46M 0.27%
39,344
72
$2.35M 0.26%
49,953
+414
73
$2.34M 0.25%
78,407
+32
74
$2.33M 0.25%
52,958
-9,620
75
$2.3M 0.25%
42,210
-408
1 2
3
4 5