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
$1.23B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$19.8M
3
+$11.4M
4
KMX icon
CarMax
KMX
+$4.15M
5
TJX icon
TJX Companies
TJX
+$3.31M

Top Sells

1
+$21.9M
2
+$8.82M
3
+$6.33M
4
UPS icon
United Parcel Service
UPS
+$5.84M
5
LIN icon
Linde
LIN
+$4.82M

Sector Composition

1 Healthcare 18.45%
2 Technology 11.74%
3 Financials 10.73%
4 Consumer Discretionary 6.96%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.55M 0.21%
28,680
77
$2.48M 0.2%
15,482
-230
78
$2.46M 0.2%
52,479
-1,225
79
$2.35M 0.19%
43,693
-2,881
80
$2.17M 0.18%
27,201
-2,947
81
$2.14M 0.17%
+12,205
82
$2.02M 0.16%
13,992
-4,000
83
$1.94M 0.16%
106,513
-193,934
84
$1.85M 0.15%
16,970
-43
85
$1.75M 0.14%
9,122
-237
86
$1.71M 0.14%
21,091
-435
87
$1.58M 0.13%
14,700
-1,000
88
$1.56M 0.13%
48,665
89
$1.52M 0.12%
10,000
90
$1.51M 0.12%
31,663
-1,205
91
$1.51M 0.12%
16,180
92
$1.44M 0.12%
9,519
-770
93
$1.44M 0.12%
22,533
+573
94
$1.38M 0.11%
34,458
-553
95
$1.37M 0.11%
10,184
-344
96
$1.35M 0.11%
11,760
97
$1.32M 0.11%
15,004
-1,442
98
$1.3M 0.11%
7,375
-27,403
99
$1.27M 0.1%
7,000
100
$1.25M 0.1%
8,000
-792
2 3
4
5 6