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
$1.93B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.83M
3
+$4.68M
4
SPGI icon
S&P Global
SPGI
+$3.78M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$3.54M

Top Sells

1
+$4.93M
2
+$3.78M
3
+$2.04M
4
UGI icon
UGI
UGI
+$1.73M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.2M

Sector Composition

1 Healthcare 14.73%
2 Financials 12.48%
3 Technology 12.15%
4 Consumer Discretionary 7.67%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.3M 0.58%
802,642
+41,512
52
$10.7M 0.55%
196,369
+4,636
53
$10M 0.52%
199,946
-6,017
54
$9.27M 0.48%
321,687
+5,527
55
$9.09M 0.47%
269,554
+15,306
56
$7.39M 0.38%
49,863
-1,596
57
$7.22M 0.37%
114,398
+6,253
58
$7.2M 0.37%
107,275
59
$7.12M 0.37%
17
-2
60
$6.78M 0.35%
23,267
+16,068
61
$6.54M 0.34%
42,061
-463
62
$6.34M 0.33%
36,840
+980
63
$6.13M 0.32%
116,420
-3,124
64
$5.76M 0.3%
10,800
65
$5.76M 0.3%
16,319
66
$5.47M 0.28%
25,120
-850
67
$4.71M 0.24%
11,971
+237
68
$4.63M 0.24%
27,966
-810
69
$4.17M 0.22%
73,235
-8,608
70
$3.89M 0.2%
54,000
71
$3.79M 0.2%
14,610
72
$3.72M 0.19%
16,697
+135
73
$3.44M 0.18%
44,193
-3,444
74
$3.42M 0.18%
75,725
+2,477
75
$3.26M 0.17%
26,000
+600
1 2
3
4 5