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
$1.32B
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$2.41M
3
+$2.09M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.96M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.51M

Top Sells

1
+$3.87M
2
+$3.27M
3
+$1.7M
4
PEP icon
PepsiCo
PEP
+$1.37M
5
CELG
Celgene Corp
CELG
+$1.21M

Sector Composition

1 Healthcare 16.46%
2 Technology 11.89%
3 Financials 11.42%
4 Consumer Discretionary 7.29%
5 Utilities 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.9M 0.22%
53,273
+2,029
77
$2.61M 0.2%
15,482
78
$2.54M 0.19%
29,260
+60
79
$2.42M 0.18%
20,178
-9,357
80
$2.41M 0.18%
70,789
+5,765
81
$2.38M 0.18%
39,445
82
$2.31M 0.18%
15,307
+1,295
83
$2.1M 0.16%
9,056
+84
84
$2.08M 0.16%
24,194
+3,899
85
$2.08M 0.16%
29,125
-940
86
$2.07M 0.16%
40,227
-25
87
$2.02M 0.15%
24,190
-1,415
88
$2.01M 0.15%
16,970
89
$1.96M 0.15%
+60,230
90
$1.82M 0.14%
11,760
91
$1.65M 0.13%
22,533
92
$1.61M 0.12%
5,939
+1,524
93
$1.58M 0.12%
14,175
94
$1.57M 0.12%
30,975
+4,900
95
$1.56M 0.12%
11,259
+1,490
96
$1.53M 0.12%
47,165
97
$1.52M 0.12%
9,519
98
$1.48M 0.11%
32,719
-1,227
99
$1.44M 0.11%
30,147
+91
100
$1.44M 0.11%
7,006
+6
2 3
4
5 6