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
$1B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.05M
3
+$1.7M
4
CDK
CDK Global, Inc.
CDK
+$1.46M
5
AMT icon
American Tower
AMT
+$1.37M

Top Sells

1
+$13.6M
2
+$2.28M
3
+$1.88M
4
NUAN
Nuance Communications, Inc.
NUAN
+$1.53M
5
BKF icon
iShares MSCI BIC ETF
BKF
+$1.17M

Sector Composition

1 Healthcare 17.08%
2 Technology 12.3%
3 Industrials 11.49%
4 Financials 9.72%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.39M 0.14%
39,390
102
$1.33M 0.13%
14,424
-57
103
$1.29M 0.13%
30,400
+400
104
$1.24M 0.12%
79,900
105
$1.21M 0.12%
146,500
-3,000
106
$1.11M 0.11%
11,753
107
$1.1M 0.11%
23,500
108
$1.07M 0.11%
20,117
-40
109
$1.03M 0.1%
9,802
-33
110
$1.01M 0.1%
39,941
-3,685
111
$1.01M 0.1%
31,912
-1,131
112
$1M 0.1%
21,670
-1,600
113
$998K 0.1%
9,432
114
$936K 0.09%
12,329
-40
115
$908K 0.09%
14,715
+3,892
116
$845K 0.08%
8,836
117
$842K 0.08%
6,308
-21
118
$842K 0.08%
10,000
119
$808K 0.08%
9,546
-124
120
$807K 0.08%
9,020
121
$795K 0.08%
12,702
-100
122
$787K 0.08%
7,150
123
$774K 0.08%
8,822
-5
124
$749K 0.07%
16,265
125
$731K 0.07%
10,849
-1,430
3 4
5
6 7