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
$1.07B
AUM Growth
-$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$3.33M
3
+$2.67M
4
TEL icon
TE Connectivity
TEL
+$2.27M
5
AMT icon
American Tower
AMT
+$1.43M

Top Sells

1
+$17.2M
2
+$16.8M
3
+$3.59M
4
WFC icon
Wells Fargo
WFC
+$2.48M
5
YUM icon
Yum! Brands
YUM
+$2.22M

Sector Composition

1 Healthcare 18.88%
2 Technology 14.78%
3 Industrials 11.81%
4 Financials 8.89%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.96M 0.65%
106,604
-55,072
52
$6.83M 0.64%
65,329
+665
53
$6.68M 0.62%
332,000
54
$6.6M 0.62%
+166,640
55
$6.21M 0.58%
76,805
+7,859
56
$6.02M 0.56%
81,985
+285
57
$6M 0.56%
245,600
+1,976
58
$5.91M 0.55%
154,974
+2,296
59
$5.67M 0.53%
54,703
-6,856
60
$5.62M 0.52%
63,664
+40
61
$5.43M 0.51%
97,557
+5,850
62
$4.81M 0.45%
41,061
+7,843
63
$4.6M 0.43%
154,738
-18,799
64
$4.22M 0.39%
47,649
-320
65
$4.01M 0.37%
138,544
+15,296
66
$3.64M 0.34%
86,597
+775
67
$3.05M 0.28%
30,431
-4,369
68
$3.02M 0.28%
80,560
69
$2.91M 0.27%
51,818
+2,372
70
$2.86M 0.27%
53,188
71
$2.85M 0.27%
209,195
-59,350
72
$2.81M 0.26%
30,331
-500
73
$2.74M 0.26%
66,112
+478
74
$2.66M 0.25%
54,054
75
$2.63M 0.25%
83,490
-1,825
1 2
3
4 5