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
$805M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.44M
3
+$2.02M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$1.88M
5
AMT icon
American Tower
AMT
+$1.59M

Top Sells

1
+$2.85M
2
+$2.51M
3
+$1.54M
4
IBM icon
IBM
IBM
+$1.3M
5
BND icon
Vanguard Total Bond Market
BND
+$1.07M

Sector Composition

1 Healthcare 15.79%
2 Industrials 12.22%
3 Technology 11.98%
4 Energy 9.64%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.08M 0.13%
21,607
+367
102
$1.07M 0.13%
40,283
+523
103
$1.02M 0.13%
30,000
104
$978K 0.12%
19,484
-1,210
105
$923K 0.11%
11,660
+3,950
106
$912K 0.11%
16,164
107
$868K 0.11%
17,656
+67
108
$854K 0.11%
9,432
109
$842K 0.1%
11,203
+1,360
110
$833K 0.1%
+10,900
111
$795K 0.1%
13,597
112
$794K 0.1%
9,640
113
$763K 0.09%
12,059
-120
114
$742K 0.09%
11,060
-200
115
$741K 0.09%
73,193
-151,756
116
$720K 0.09%
5,264
+1,854
117
$712K 0.09%
14,035
118
$711K 0.09%
10,000
119
$655K 0.08%
9,324
+800
120
$647K 0.08%
+7,150
121
$629K 0.08%
39,581
-700
122
$620K 0.08%
14,000
123
$607K 0.08%
8,500
124
$581K 0.07%
14,130
+5,587
125
$553K 0.07%
18,750
3 4
5
6 7