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
$1.4B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$65.9M
2
+$11.2M
3
+$8.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.03M
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$5.71M

Top Sells

1
+$57.7M
2
+$10.3M
3
+$5.13M
4
MELI icon
Mercado Libre
MELI
+$4.96M
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$3.78M

Sector Composition

1 Healthcare 15.64%
2 Technology 12.38%
3 Financials 11.35%
4 Consumer Discretionary 7.41%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.18%
16,182
+700
77
$2.46M 0.18%
26,889
+997
78
$2.31M 0.17%
9,224
+182
79
$2.29M 0.16%
51,342
+1,807
80
$2.21M 0.16%
38,944
-500
81
$2.03M 0.15%
33,939
+2,585
82
$1.93M 0.14%
62,299
-742
83
$1.92M 0.14%
7,000
84
$1.81M 0.13%
9,436
85
$1.8M 0.13%
56,190
-9,080
86
$1.76M 0.13%
24,900
+1,580
87
$1.75M 0.13%
17,868
-797
88
$1.68M 0.12%
5,695
+231
89
$1.61M 0.12%
14,493
-1,805
90
$1.58M 0.11%
16,585
91
$1.41M 0.1%
14,175
92
$1.4M 0.1%
14,373
+1,110
93
$1.36M 0.1%
6,000
+1,002
94
$1.32M 0.09%
10,203
-580
95
$1.28M 0.09%
11,496
96
$1.27M 0.09%
7,280
+1,716
97
$1.22M 0.09%
17,716
-1,667
98
$1.22M 0.09%
10,019
99
$1.21M 0.09%
31,120
-400
100
$1.21M 0.09%
19,681
-3,766
2 3
4
5 6