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
$1.97B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$2.65M
3
+$1.59M
4
PHYS icon
Sprott Physical Gold
PHYS
+$1.48M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.03M

Top Sells

1
+$15.5M
2
+$7.7M
3
+$5.74M
4
ADP icon
Automatic Data Processing
ADP
+$5.47M
5
DE icon
Deere & Co
DE
+$5.14M

Sector Composition

1 Healthcare 14.34%
2 Technology 13.74%
3 Financials 13.31%
4 Consumer Discretionary 7.36%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.85M 0.14%
54,706
-55,070
77
$2.82M 0.14%
9,239
-7
78
$2.78M 0.14%
46,945
+384
79
$2.71M 0.14%
21,496
80
$2.46M 0.13%
33,923
-613
81
$2.41M 0.12%
20,606
-75
82
$2.4M 0.12%
28,144
-1,460
83
$2.4M 0.12%
11,180
-28
84
$2.36M 0.12%
17,400
+50
85
$2.3M 0.12%
8,608
-5,992
86
$1.92M 0.1%
9,903
87
$1.89M 0.1%
5,265
+48
88
$1.72M 0.09%
13,310
+60
89
$1.68M 0.09%
14,789
+580
90
$1.64M 0.08%
4,560
-12
91
$1.57M 0.08%
4,458
-96
92
$1.57M 0.08%
28,195
+18,442
93
$1.56M 0.08%
9,005
+8
94
$1.47M 0.07%
21,816
-1,090
95
$1.45M 0.07%
13,972
+16
96
$1.44M 0.07%
8,661
+44
97
$1.44M 0.07%
28,573
+106
98
$1.37M 0.07%
11,953
+15
99
$1.36M 0.07%
9,274
100
$1.36M 0.07%
9,020
2 3
4
5 6