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
$1.56B
AUM Growth
-$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.25M
3
+$3.22M
4
QCOM icon
Qualcomm
QCOM
+$3.2M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$4.86M
2
+$2.89M
3
+$1.83M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.71M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.22M

Sector Composition

1 Financials 14.69%
2 Technology 14.64%
3 Healthcare 14.13%
4 Consumer Discretionary 6.65%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.76M 0.18%
20,856
-590
77
$2.71M 0.17%
9,816
+485
78
$2.63M 0.17%
24,513
+6,182
79
$2.6M 0.17%
36,801
+6,450
80
$2.54M 0.16%
23,675
-142
81
$2.45M 0.16%
29,610
+16,300
82
$2.31M 0.15%
17,310
+4,300
83
$2.29M 0.15%
82,743
-6,124
84
$2.25M 0.14%
32,015
+134
85
$2.24M 0.14%
6,940
+1,049
86
$2.07M 0.13%
63,709
-1,547
87
$2.07M 0.13%
9,396
88
$2.02M 0.13%
12,517
+792
89
$1.98M 0.13%
19,075
+3,798
90
$1.97M 0.13%
8,544
+1,290
91
$1.92M 0.12%
9,139
92
$1.91M 0.12%
63,253
+3,972
93
$1.91M 0.12%
26,073
+3,907
94
$1.79M 0.12%
25,187
+3,842
95
$1.73M 0.11%
55,104
+904
96
$1.72M 0.11%
27,949
-7,159
97
$1.68M 0.11%
16,552
-42
98
$1.53M 0.1%
10,230
+900
99
$1.5M 0.1%
5,288
+10
100
$1.47M 0.09%
8,055
+1,857
2 3
4
5 6