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
$1.66B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.18M
3
+$4.04M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.42M
5
AAPL icon
Apple
AAPL
+$2.27M

Top Sells

1
+$49M
2
+$19M
3
+$8.43M
4
BNS icon
Scotiabank
BNS
+$6.54M
5
MDT icon
Medtronic
MDT
+$4.98M

Sector Composition

1 Technology 15.79%
2 Financials 13.49%
3 Healthcare 13.44%
4 Consumer Discretionary 7.38%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.21M 0.5%
171,896
-15,296
52
$8.15M 0.49%
71,132
-3,687
53
$7.92M 0.48%
17
54
$7.68M 0.46%
74,313
-257
55
$7.51M 0.45%
41,216
+157
56
$7.47M 0.45%
98,348
+4,268
57
$6.31M 0.38%
82,578
-23,519
58
$6.23M 0.38%
124,009
+5,386
59
$5.95M 0.36%
10,500
60
$5.54M 0.33%
51,702
-1,684
61
$5.52M 0.33%
42,338
+165
62
$5.32M 0.32%
14,159
+96
63
$4.93M 0.3%
9,924
+113
64
$4.93M 0.3%
78,896
-1,545
65
$4.87M 0.29%
198,126
+164,311
66
$4.4M 0.27%
23,995
-330
67
$4.29M 0.26%
26,889
+761
68
$4.18M 0.25%
+170,386
69
$4.07M 0.25%
103,225
-5,726
70
$4.03M 0.24%
26,016
71
$4.01M 0.24%
19,650
-1,200
72
$3.98M 0.24%
54,000
73
$3.84M 0.23%
36,944
+124
74
$3.36M 0.2%
33,147
-751
75
$3.32M 0.2%
222,850
1 2
3
4 5