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
$882M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$9.4M
3
+$5.09M
4
VZ icon
Verizon
VZ
+$3.96M
5
YUM icon
Yum! Brands
YUM
+$3.25M

Top Sells

1
+$9.51M
2
+$8.71M
3
+$5.78M
4
PEP icon
PepsiCo
PEP
+$5.25M
5
FTR
Frontier Communications Corp.
FTR
+$2M

Sector Composition

1 Healthcare 16.3%
2 Technology 12.56%
3 Industrials 11.52%
4 Financials 9.48%
5 Energy 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.34M 0.27%
76,920
+8,853
77
$2.28M 0.26%
54,054
+24
78
$2.23M 0.25%
53,194
79
$2.17M 0.25%
113,064
+1,652
80
$2.16M 0.25%
20,417
81
$2.16M 0.24%
42,007
+2,975
82
$2.15M 0.24%
32,814
-100
83
$2.03M 0.23%
20,686
+399
84
$1.97M 0.22%
38,944
85
$1.95M 0.22%
78,218
+7,420
86
$1.86M 0.21%
35,868
-507
87
$1.77M 0.2%
19,677
88
$1.69M 0.19%
21,690
89
$1.63M 0.18%
20,800
+9,900
90
$1.59M 0.18%
41,373
+2,805
91
$1.53M 0.17%
15,000
92
$1.52M 0.17%
20,709
+398
93
$1.45M 0.16%
15,912
94
$1.44M 0.16%
13,826
95
$1.38M 0.16%
35,028
-123
96
$1.38M 0.16%
14,035
97
$1.35M 0.15%
80,460
98
$1.29M 0.15%
39,802
99
$1.24M 0.14%
15,220
-20
100
$1.2M 0.14%
10,580
-200
2 3
4
5 6