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
$1.18B
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$3.65M
3
+$3.07M
4
USB icon
US Bancorp
USB
+$2.76M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.56M

Top Sells

1
+$4.93M
2
+$3.13M
3
+$2.19M
4
UPS icon
United Parcel Service
UPS
+$1.43M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.42M

Sector Composition

1 Healthcare 19.54%
2 Technology 13.06%
3 Industrials 10.41%
4 Financials 9.14%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.9M 0.24%
53,088
-100
77
$2.86M 0.24%
21,530
78
$2.78M 0.24%
45,464
-5,843
79
$2.75M 0.23%
54,054
80
$2.69M 0.23%
84,378
+6,268
81
$2.59M 0.22%
39,004
82
$2.53M 0.21%
205,513
+1,255
83
$2.36M 0.2%
16,071
+31
84
$2.36M 0.2%
42,292
-30
85
$2.24M 0.19%
24,467
+738
86
$2.17M 0.18%
15,115
-12
87
$2.12M 0.18%
15,262
+300
88
$1.91M 0.16%
15,440
-5
89
$1.87M 0.16%
38,464
-1,279
90
$1.83M 0.16%
14,424
91
$1.83M 0.15%
47,484
-1,340
92
$1.74M 0.15%
13,992
93
$1.7M 0.14%
22,119
-9
94
$1.68M 0.14%
70,255
+1,008
95
$1.62M 0.14%
29,231
+500
96
$1.61M 0.14%
53,315
-950
97
$1.57M 0.13%
9,937
-119
98
$1.57M 0.13%
15,000
99
$1.55M 0.13%
18,356
100
$1.53M 0.13%
9,956
+20
2 3
4
5 6