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
$1.56B
AUM Growth
-$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.25M
3
+$3.22M
4
QCOM icon
Qualcomm
QCOM
+$3.2M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$4.86M
2
+$2.89M
3
+$1.83M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.71M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.22M

Sector Composition

1 Financials 14.69%
2 Technology 14.64%
3 Healthcare 14.13%
4 Consumer Discretionary 6.65%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.24M 0.59%
285,710
-89,441
52
$8.86M 0.57%
102,981
+15,461
53
$8.8M 0.57%
78,401
-5,729
54
$8.11M 0.52%
71,790
+9,610
55
$7.49M 0.48%
157,520
-2,113
56
$6.74M 0.43%
41,285
-1,021
57
$6.33M 0.41%
31,148
+22,659
58
$6.22M 0.4%
10,500
-210
59
$5.34M 0.34%
106,808
+64,385
60
$4.64M 0.3%
53,491
+1,906
61
$4.61M 0.3%
34,010
-6,280
62
$4.44M 0.29%
79,225
+1,540
63
$4.41M 0.28%
9,340
+2,159
64
$4.41M 0.28%
42,178
+2,665
65
$4.18M 0.27%
12,726
+127
66
$4.11M 0.26%
106,352
+76
67
$3.86M 0.25%
94,498
-2,152
68
$3.78M 0.24%
24,435
-205
69
$3.77M 0.24%
21,022
70
$3.57M 0.23%
37,140
+8,820
71
$3.44M 0.22%
78,527
+4,833
72
$3.38M 0.22%
54,000
73
$3.32M 0.21%
222,850
74
$3.29M 0.21%
24,553
+2,205
75
$3.01M 0.19%
31,150
+2,055
1 2
3
4 5