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
$882M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$9.4M
3
+$5.09M
4
VZ icon
Verizon
VZ
+$3.96M
5
YUM icon
Yum! Brands
YUM
+$3.25M

Top Sells

1
+$9.51M
2
+$8.71M
3
+$5.78M
4
PEP icon
PepsiCo
PEP
+$5.25M
5
FTR
Frontier Communications Corp.
FTR
+$2M

Sector Composition

1 Healthcare 16.3%
2 Technology 12.56%
3 Industrials 11.52%
4 Financials 9.48%
5 Energy 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.12M 0.13%
21,698
+91
102
$1.11M 0.13%
41,755
+1,472
103
$1.1M 0.13%
106,030
+32,837
104
$986K 0.11%
30,000
105
$980K 0.11%
19,334
-150
106
$942K 0.11%
13,940
+2,280
107
$909K 0.1%
11,153
-50
108
$902K 0.1%
16,164
109
$827K 0.09%
14,035
110
$824K 0.09%
13,577
-20
111
$803K 0.09%
9,432
112
$781K 0.09%
9,865
+225
113
$757K 0.09%
10,084
+760
114
$747K 0.08%
14,202
+5,995
115
$745K 0.08%
11,085
+25
116
$742K 0.08%
12,259
+200
117
$735K 0.08%
11,003
-7,835
118
$694K 0.08%
10,000
119
$667K 0.08%
18,750
120
$657K 0.07%
7,150
121
$656K 0.07%
15,906
+7,000
122
$655K 0.07%
7,704
+3,122
123
$653K 0.07%
7,971
+2,250
124
$595K 0.07%
5,400
+81
125
$595K 0.07%
8,500
3 4
5
6 7