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
$1.74B
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$9.56M
3
+$6.22M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.84M
5
ORLY icon
O'Reilly Automotive
ORLY
+$4.51M

Top Sells

1
+$15.2M
2
+$8.01M
3
+$6.98M
4
AEM icon
Agnico Eagle Mines
AEM
+$4.58M
5
UGI icon
UGI
UGI
+$3.3M

Sector Composition

1 Technology 16.71%
2 Financials 14.1%
3 Healthcare 11.91%
4 Consumer Discretionary 7.81%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.65M 0.44%
68,376
-2,756
52
$7.57M 0.43%
40,871
-345
53
$7.42M 0.43%
301,438
+103,312
54
$7.24M 0.42%
82,539
-39
55
$6.21M 0.36%
15,194
+1,035
56
$6.1M 0.35%
121,259
-2,750
57
$6.07M 0.35%
248,986
+78,600
58
$6.06M 0.35%
41,682
-656
59
$5.98M 0.34%
51,469
-233
60
$5.58M 0.32%
63,389
-79,208
61
$5.35M 0.31%
9,934
+10
62
$4.92M 0.28%
81,111
+2,215
63
$4.77M 0.27%
71,450
-26,898
64
$4.61M 0.26%
10,500
65
$4.41M 0.25%
36,450
-494
66
$4.25M 0.24%
25,808
-208
67
$4.23M 0.24%
54,000
68
$4.08M 0.23%
103,225
69
$4.01M 0.23%
18,186
-1,464
70
$3.98M 0.23%
22,349
-1,646
71
$3.89M 0.22%
142,296
-120,472
72
$3.8M 0.22%
18,918
-13
73
$3.62M 0.21%
26,837
-52
74
$3.61M 0.21%
33,150
+3
75
$3.5M 0.2%
53,896
-2,087
1 2
3
4 5