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
$1.32B
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$2.41M
3
+$2.09M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.96M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.51M

Top Sells

1
+$3.87M
2
+$3.27M
3
+$1.7M
4
PEP icon
PepsiCo
PEP
+$1.37M
5
CELG
Celgene Corp
CELG
+$1.21M

Sector Composition

1 Healthcare 16.46%
2 Technology 11.89%
3 Financials 11.42%
4 Consumer Discretionary 7.29%
5 Utilities 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.74M 0.66%
137,858
-7,035
52
$8.68M 0.66%
98,013
+372
53
$8.34M 0.63%
148,984
+6,692
54
$8.09M 0.61%
39,024
+11,641
55
$8.06M 0.61%
108,545
+10,969
56
$7.88M 0.6%
556,316
+15,435
57
$7.17M 0.54%
52,299
-10,007
58
$6.17M 0.47%
+96,258
59
$5.67M 0.43%
201,125
+460
60
$5.31M 0.4%
58,087
-9,535
61
$5.08M 0.38%
114,012
-89
62
$4.74M 0.36%
34,124
+254
63
$4.74M 0.36%
40,244
+7,683
64
$4.63M 0.35%
45,391
-1,520
65
$4.59M 0.35%
40,917
+18,648
66
$4.34M 0.33%
26,778
+713
67
$4.05M 0.31%
50,467
+2,209
68
$3.8M 0.29%
94,426
-9,091
69
$3.75M 0.28%
29,678
+833
70
$3.74M 0.28%
43,014
-63
71
$3.65M 0.28%
33,496
72
$3.62M 0.27%
106,049
-2,900
73
$3.32M 0.25%
15,363
+5
74
$3.15M 0.24%
42,917
-64
75
$3.12M 0.24%
54,054
1 2
3
4 5