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
$1.07B
AUM Growth
-$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$3.33M
3
+$2.67M
4
TEL icon
TE Connectivity
TEL
+$2.27M
5
AMT icon
American Tower
AMT
+$1.43M

Top Sells

1
+$17.2M
2
+$16.8M
3
+$3.59M
4
WFC icon
Wells Fargo
WFC
+$2.48M
5
YUM icon
Yum! Brands
YUM
+$2.22M

Sector Composition

1 Healthcare 18.88%
2 Technology 14.78%
3 Industrials 11.81%
4 Financials 8.89%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.6M 0.24%
41,569
-345
77
$2.57M 0.24%
83,464
+29,522
78
$2.54M 0.24%
15,992
+1,248
79
$2.51M 0.23%
90,506
+31,775
80
$2.48M 0.23%
42,368
+3,096
81
$2.47M 0.23%
21,580
82
$2.33M 0.22%
14,894
+733
83
$2.2M 0.21%
39,307
-40
84
$2.09M 0.19%
76,424
+18,738
85
$2.07M 0.19%
64,480
+8,255
86
$2.05M 0.19%
23,781
+8,993
87
$1.85M 0.17%
15,127
88
$1.8M 0.17%
14,999
+2,849
89
$1.67M 0.16%
14,424
90
$1.66M 0.16%
9,711
-60
91
$1.63M 0.15%
50,954
-480
92
$1.61M 0.15%
13,992
93
$1.59M 0.15%
15,445
-114
94
$1.54M 0.14%
28,020
-44,967
95
$1.54M 0.14%
136,663
+2,515
96
$1.54M 0.14%
40,043
-1,734
97
$1.53M 0.14%
22,143
+127
98
$1.5M 0.14%
67,543
+1,000
99
$1.48M 0.14%
19,249
-3,685
100
$1.46M 0.14%
15,700
2 3
4
5 6