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
$1.62B
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.28M
3
+$3.39M
4
SPGI icon
S&P Global
SPGI
+$3.26M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.09M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$6.9M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$5.58M
5
KMX icon
CarMax
KMX
+$5.29M

Sector Composition

1 Financials 14.78%
2 Healthcare 14.2%
3 Technology 14.15%
4 Consumer Discretionary 7%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.44M 0.21%
26,016
+1,503
77
$3.32M 0.2%
222,850
78
$3.27M 0.2%
36,820
-320
79
$2.97M 0.18%
38,801
+2,000
80
$2.93M 0.18%
9,266
-550
81
$2.91M 0.18%
18,510
+1,200
82
$2.88M 0.18%
23,855
+180
83
$2.75M 0.17%
34,947
+2,932
84
$2.62M 0.16%
27,273
+1,200
85
$2.51M 0.15%
9,536
+992
86
$2.43M 0.15%
20,475
+1,400
87
$2.42M 0.15%
6,607
-333
88
$2.38M 0.15%
17,771
-3,085
89
$2.31M 0.14%
26,941
-1,008
90
$2.21M 0.14%
29,610
91
$2.17M 0.13%
12,467
-50
92
$2.13M 0.13%
64,253
+1,000
93
$2.06M 0.13%
8,896
-500
94
$2.02M 0.12%
54,043
-1,061
95
$2.01M 0.12%
9,055
+1,000
96
$1.96M 0.12%
9,139
97
$1.89M 0.12%
11,430
+1,200
98
$1.88M 0.12%
26,062
+875
99
$1.83M 0.11%
5,274
-14
100
$1.81M 0.11%
5,837
+300
2 3
4
5 6