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
$918M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$3.88M
3
+$3.5M
4
GG
Goldcorp Inc
GG
+$2.59M
5
TEL icon
TE Connectivity
TEL
+$1.85M

Top Sells

1
+$10M
2
+$3.06M
3
+$2.3M
4
XOM icon
Exxon Mobil
XOM
+$1.92M
5
MCD icon
McDonald's
MCD
+$1.74M

Sector Composition

1 Healthcare 18.51%
2 Technology 12.93%
3 Industrials 11.81%
4 Financials 10.18%
5 Energy 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.29M 0.14%
15,735
+575
102
$1.23M 0.13%
14,424
103
$1.19M 0.13%
36,089
-303,291
104
$1.19M 0.13%
48,408
+8,783
105
$1.18M 0.13%
15,885
+100
106
$1.15M 0.13%
9,991
+200
107
$1.13M 0.12%
20,117
108
$1.11M 0.12%
11,750
109
$1M 0.11%
23,500
110
$976K 0.11%
12,404
-105
111
$938K 0.1%
9,429
112
$839K 0.09%
10,000
113
$832K 0.09%
10,193
+25
114
$827K 0.09%
8,892
+176
115
$802K 0.09%
18,750
116
$799K 0.09%
22,405
+3,034
117
$792K 0.09%
30,173
+4,995
118
$792K 0.09%
18,282
+82
119
$753K 0.08%
9,295
-251
120
$751K 0.08%
6,362
+162
121
$751K 0.08%
9,020
122
$743K 0.08%
12,193
-84
123
$741K 0.08%
13,090
-660
124
$732K 0.08%
10,734
-100
125
$732K 0.08%
142,500
3 4
5
6 7