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
$1.4B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$65.9M
2
+$11.2M
3
+$8.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.03M
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$5.71M

Top Sells

1
+$57.7M
2
+$10.3M
3
+$5.13M
4
MELI icon
Mercado Libre
MELI
+$4.96M
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$3.78M

Sector Composition

1 Healthcare 15.64%
2 Technology 12.38%
3 Financials 11.35%
4 Consumer Discretionary 7.41%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.45M 0.61%
109,856
-8,599
52
$7.73M 0.55%
182,292
-13,302
53
$7.41M 0.53%
43,822
+15,459
54
$7.21M 0.52%
195,836
-14,633
55
$6.68M 0.48%
50,537
+318
56
$6.26M 0.45%
184,137
-49,706
57
$6.19M 0.44%
336,097
-278,263
58
$5.08M 0.36%
113,525
-26,040
59
$4.85M 0.35%
28,966
-4,768
60
$4.78M 0.34%
34,660
+5,860
61
$4.76M 0.34%
120,136
-31,726
62
$4.73M 0.34%
+330,840
63
$4.53M 0.32%
108,226
-12,544
64
$4.11M 0.29%
38,417
-1,377
65
$3.87M 0.28%
41,182
+196
66
$3.77M 0.27%
110,652
+391
67
$3.59M 0.26%
28,378
-425
68
$3.52M 0.25%
47,713
+1,789
69
$3.38M 0.24%
38,695
-276
70
$2.82M 0.2%
54,006
-48
71
$2.72M 0.2%
15,100
-458
72
$2.68M 0.19%
17,100
+1,611
73
$2.57M 0.18%
31,869
-15,331
74
$2.56M 0.18%
34,879
-4,329
75
$2.54M 0.18%
+8,981
1 2
3
4 5