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
$1.21B
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$1.82M
3
+$1.75M
4
AWK icon
American Water Works
AWK
+$1.43M
5
FRC
First Republic Bank
FRC
+$1.07M

Top Sells

1
+$8.8M
2
+$6.61M
3
+$1.07M
4
VZ icon
Verizon
VZ
+$953K
5
AKAM icon
Akamai
AKAM
+$924K

Sector Composition

1 Healthcare 19.74%
2 Technology 12.51%
3 Industrials 9.94%
4 Financials 9.57%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.99M 0.82%
218,814
-990
52
$9.69M 0.8%
82,454
-595
53
$9.61M 0.79%
84,505
-2,765
54
$9.13M 0.75%
65,357
+50,933
55
$8.57M 0.71%
46,772
56
$7.23M 0.6%
64,902
-61
57
$6.58M 0.54%
102,362
+2,350
58
$6.3M 0.52%
76,933
-925
59
$6.06M 0.5%
63,829
+100
60
$5.96M 0.49%
154,592
+4,376
61
$5.54M 0.46%
39,682
-517
62
$5.23M 0.43%
45,071
-1,650
63
$5.22M 0.43%
64,525
+17,684
64
$4.62M 0.38%
49,337
+1,245
65
$4.13M 0.34%
108,592
-4,423
66
$4.1M 0.34%
147,333
-5,140
67
$4.1M 0.34%
76,486
+14,288
68
$4.02M 0.33%
83,600
69
$3.87M 0.32%
31,056
-50
70
$3.76M 0.31%
14,509
+605
71
$3.42M 0.28%
33,825
-7,401
72
$3.38M 0.28%
38,087
-2,720
73
$3.2M 0.26%
70,832
-14,215
74
$3.06M 0.25%
21,530
75
$2.86M 0.24%
84,414
+36
1 2
3
4 5