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
$1.63B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.7M
3
+$2.74M
4
AMZN icon
Amazon
AMZN
+$2.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.59M

Top Sells

1
+$33.2M
2
+$7.84M
3
+$5.54M
4
MMM icon
3M
MMM
+$3.56M
5
KNSL icon
Kinsale Capital Group
KNSL
+$2.67M

Sector Composition

1 Financials 14.29%
2 Technology 13.96%
3 Healthcare 13.67%
4 Consumer Discretionary 6.59%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.58M 0.59%
84,130
-1,634
52
$9.45M 0.58%
159,633
-3,912
53
$7.05M 0.43%
42,306
+2,656
54
$6.95M 0.43%
17
55
$6.6M 0.41%
62,180
+25,160
56
$6.5M 0.4%
40,290
-896
57
$6.11M 0.38%
87,520
+15,728
58
$5.31M 0.33%
10,710
59
$4.92M 0.3%
77,685
+30,150
60
$4.74M 0.29%
51,585
+9,265
61
$4.49M 0.28%
96,650
-8,330
62
$4.45M 0.27%
39,513
+1,110
63
$4.39M 0.27%
12,599
+424
64
$4.22M 0.26%
106,276
+618
65
$4.15M 0.26%
24,640
-3,851
66
$3.96M 0.24%
21,022
-67
67
$3.86M 0.24%
73,694
+11,821
68
$3.61M 0.22%
54,000
69
$3.44M 0.21%
7,181
+4,717
70
$3.42M 0.21%
22,348
+4,635
71
$3.32M 0.2%
222,850
72
$3.16M 0.19%
29,095
+5,026
73
$3.1M 0.19%
28,320
+2,140
74
$2.87M 0.18%
88,867
+4,070
75
$2.84M 0.17%
65,256
+7,233
1 2
3
4 5