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
$1.63B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.7M
3
+$2.74M
4
AMZN icon
Amazon
AMZN
+$2.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.59M

Top Sells

1
+$33.2M
2
+$7.84M
3
+$5.54M
4
MMM icon
3M
MMM
+$3.56M
5
KNSL icon
Kinsale Capital Group
KNSL
+$2.67M

Sector Composition

1 Financials 14.29%
2 Technology 13.96%
3 Healthcare 13.67%
4 Consumer Discretionary 6.59%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.8M 0.17%
23,817
+150
77
$2.59M 0.16%
30,351
+19,565
78
$2.56M 0.16%
9,331
+1,400
79
$2.56M 0.16%
31,881
+3,350
80
$2.5M 0.15%
21,446
+200
81
$2.26M 0.14%
20,925
-32,860
82
$2.17M 0.13%
35,108
+986
83
$2.14M 0.13%
11,725
+600
84
$2.12M 0.13%
+42,423
85
$2.05M 0.13%
54,200
+1,564
86
$2.02M 0.12%
9,396
87
$2M 0.12%
9,139
88
$1.92M 0.12%
18,331
+16,965
89
$1.91M 0.12%
5,891
+1,403
90
$1.84M 0.11%
59,281
+40,674
91
$1.83M 0.11%
+49,700
92
$1.79M 0.11%
7,254
+4,450
93
$1.76M 0.11%
22,166
+11,265
94
$1.75M 0.11%
16,594
+2,415
95
$1.7M 0.1%
8,489
+131
96
$1.67M 0.1%
5,278
+156
97
$1.66M 0.1%
42,254
+12,791
98
$1.66M 0.1%
21,345
+9,710
99
$1.64M 0.1%
13,010
+11,618
100
$1.45M 0.09%
9,330
+800
2 3
4
5 6