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
$1.41B
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$7.52M
3
+$5.61M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$4.79M
5
UGI icon
UGI
UGI
+$4.09M

Top Sells

1
+$12.9M
2
+$4.79M
3
+$3.17M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.95M
5
ECL icon
Ecolab
ECL
+$1.7M

Sector Composition

1 Healthcare 15.8%
2 Technology 11.96%
3 Financials 11.66%
4 Consumer Discretionary 6.87%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.88M 0.2%
52,116
-1,157
77
$2.7M 0.19%
15,596
+114
78
$2.59M 0.18%
28,000
-1,260
79
$2.49M 0.18%
67,042
-3,747
80
$2.45M 0.17%
39,446
+1
81
$2.43M 0.17%
40,583
+356
82
$2.29M 0.16%
14,002
-1,305
83
$2.24M 0.16%
23,733
-461
84
$2.17M 0.15%
60,500
+270
85
$2.14M 0.15%
24,656
+466
86
$2.1M 0.15%
16,848
-122
87
$2.02M 0.14%
17,238
-2,940
88
$1.98M 0.14%
9,084
+28
89
$1.74M 0.12%
11,867
+107
90
$1.72M 0.12%
22,173
-360
91
$1.7M 0.12%
14,175
92
$1.7M 0.12%
5,684
-255
93
$1.67M 0.12%
14,463
+669
94
$1.66M 0.12%
7,005
-1
95
$1.66M 0.12%
9,436
-83
96
$1.55M 0.11%
23,120
-340
97
$1.54M 0.11%
10,019
98
$1.53M 0.11%
47,165
99
$1.52M 0.11%
17,775
+279
100
$1.5M 0.11%
33,391
+672
2 3
4
5 6