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
$1.71B
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.65M
3
+$7.76M
4
APH icon
Amphenol
APH
+$6.98M
5
META icon
Meta Platforms (Facebook)
META
+$6.38M

Top Sells

1
+$10.1M
2
+$6.59M
3
+$5.8M
4
TPL icon
Texas Pacific Land
TPL
+$4.61M
5
MDT icon
Medtronic
MDT
+$4.42M

Sector Composition

1 Technology 17.09%
2 Financials 14.5%
3 Healthcare 10.3%
4 Consumer Discretionary 7.79%
5 Communication Services 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.42M 0.2%
+59,723
77
$3.36M 0.2%
31,373
+14,595
78
$3.32M 0.19%
222,850
79
$3.2M 0.19%
33,017
-133
80
$2.95M 0.17%
48,694
-5,202
81
$2.92M 0.17%
115,014
-580
82
$2.86M 0.17%
5,330
-495
83
$2.57M 0.15%
23,563
-794
84
$2.57M 0.15%
26,598
-263
85
$2.54M 0.15%
38,501
-300
86
$2.5M 0.15%
9,474
-93
87
$2.46M 0.14%
20,424
+1,127
88
$2.41M 0.14%
9,056
-83
89
$2.4M 0.14%
72,320
-2,175
90
$2.22M 0.13%
7,353
-35
91
$2.2M 0.13%
30,877
-2,470
92
$2.18M 0.13%
11,430
93
$2.16M 0.13%
9,327
-38
94
$2.14M 0.12%
7,834
+149
95
$2.05M 0.12%
29,530
-80
96
$2.04M 0.12%
93,312
+69,244
97
$2.04M 0.12%
5,155
-42
98
$2.04M 0.12%
46,790
+880
99
$1.99M 0.12%
14,908
+154
100
$1.97M 0.12%
82,106
+42,587
2 3
4
5 6