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
$1.29B
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$4.9M
3
+$3.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M
5
STZ icon
Constellation Brands
STZ
+$2.99M

Top Sells

1
+$9.13M
2
+$4.97M
3
+$4.69M
4
CELG
Celgene Corp
CELG
+$4.2M
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$2.27M

Sector Composition

1 Healthcare 16.8%
2 Technology 11.84%
3 Financials 11.17%
4 Consumer Discretionary 7.46%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.14M 0.71%
97,641
-600
52
$9.09M 0.7%
97,576
+10,183
53
$8.63M 0.67%
164,615
+3,370
54
$8.17M 0.63%
62,306
+1,590
55
$7.16M 0.55%
540,881
+5,995
56
$7.04M 0.54%
142,292
-13,556
57
$5.97M 0.46%
114,101
-6,181
58
$5.42M 0.42%
67,622
-5,275
59
$5.42M 0.42%
200,665
+6,813
60
$5.39M 0.42%
27,383
+15,178
61
$4.67M 0.36%
46,911
-498
62
$4.51M 0.35%
33,870
-3
63
$4.41M 0.34%
26,065
-712
64
$4.4M 0.34%
103,517
+75,943
65
$4.33M 0.33%
108,949
-13,874
66
$3.93M 0.3%
43,077
-100,039
67
$3.93M 0.3%
28,845
68
$3.86M 0.3%
48,258
-325
69
$3.64M 0.28%
32,561
+396
70
$3.6M 0.28%
+33,496
71
$3.25M 0.25%
22,269
+15,266
72
$3.16M 0.24%
15,358
73
$3.08M 0.24%
42,981
-255
74
$3.06M 0.24%
54,054
75
$3.05M 0.24%
29,535
-10,632
1 2
3
4 5