HCM

Howland Capital Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.83M
3
+$4.68M
4
SPGI icon
S&P Global
SPGI
+$3.78M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$3.54M

Top Sells

1
+$4.93M
2
+$3.78M
3
+$2.04M
4
UGI icon
UGI
UGI
+$1.73M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.2M

Sector Composition

1 Healthcare 14.73%
2 Financials 12.48%
3 Technology 12.15%
4 Consumer Discretionary 7.67%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.87M 0.15%
17,392
77
$2.84M 0.15%
24,531
+664
78
$2.77M 0.14%
51,113
+3,620
79
$2.71M 0.14%
23,244
-595
80
$2.7M 0.14%
38,989
81
$2.62M 0.14%
8,214
-1,120
82
$2.59M 0.13%
22,218
-3,725
83
$2.54M 0.13%
7,000
84
$2.51M 0.13%
9,246
-14
85
$2.49M 0.13%
36,205
-2,242
86
$2.49M 0.13%
22,226
-3,249
87
$2.46M 0.13%
30,234
-1,250
88
$2.46M 0.13%
11,808
89
$2.43M 0.13%
10,019
90
$2.35M 0.12%
60,110
-1,990
91
$1.97M 0.1%
17,505
+114
92
$1.93M 0.1%
96,240
+1,000
93
$1.91M 0.1%
5,217
-243
94
$1.81M 0.09%
26,686
-10,350
95
$1.79M 0.09%
39,593
+1,389
96
$1.78M 0.09%
10,203
97
$1.68M 0.09%
29,486
-450
98
$1.61M 0.08%
7,650
99
$1.58M 0.08%
3,218
100
$1.52M 0.08%
13,120
+951
2 3
4
5 6