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
$1.97B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$2.65M
3
+$1.59M
4
PHYS icon
Sprott Physical Gold
PHYS
+$1.48M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.03M

Top Sells

1
+$15.5M
2
+$7.7M
3
+$5.74M
4
ADP icon
Automatic Data Processing
ADP
+$5.47M
5
DE icon
Deere & Co
DE
+$5.14M

Sector Composition

1 Healthcare 14.34%
2 Technology 13.74%
3 Financials 13.31%
4 Consumer Discretionary 7.36%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.9M 0.6%
165,748
-3,236
52
$10.5M 0.53%
211,484
+13,943
53
$10.4M 0.53%
54,615
+2,133
54
$9.68M 0.49%
195,733
-1,507
55
$9.62M 0.49%
276,452
+2,482
56
$7.66M 0.39%
17
57
$6.79M 0.34%
39,071
-10,284
58
$6.25M 0.32%
106,126
-1,027
59
$6.09M 0.31%
36,540
-280
60
$6.09M 0.31%
38,473
-238
61
$5.72M 0.29%
13,103
+1,173
62
$5.56M 0.28%
90,894
-22,134
63
$5.28M 0.27%
21,881
64
$4.86M 0.25%
28,451
+685
65
$4.46M 0.23%
10,710
66
$4.12M 0.21%
54,000
67
$3.98M 0.2%
70,933
-2,022
68
$3.71M 0.19%
25,620
-80
69
$3.52M 0.18%
59,660
+160
70
$3.35M 0.17%
23,811
-215
71
$3.29M 0.17%
7,931
-283
72
$3.23M 0.16%
42,096
-768
73
$3M 0.15%
24,442
-285
74
$2.87M 0.15%
72,065
-3,294
75
$2.86M 0.15%
97,240
+3,000
1 2
3
4 5