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
$1.07B
AUM Growth
-$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$3.33M
3
+$2.67M
4
TEL icon
TE Connectivity
TEL
+$2.27M
5
AMT icon
American Tower
AMT
+$1.43M

Top Sells

1
+$17.2M
2
+$16.8M
3
+$3.59M
4
WFC icon
Wells Fargo
WFC
+$2.48M
5
YUM icon
Yum! Brands
YUM
+$2.22M

Sector Composition

1 Healthcare 18.88%
2 Technology 14.78%
3 Industrials 11.81%
4 Financials 8.89%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.45M 0.14%
14,006
102
$1.42M 0.13%
22,993
+2,695
103
$1.38M 0.13%
38,569
+3,449
104
$1.38M 0.13%
30,400
105
$1.36M 0.13%
18,356
-49
106
$1.33M 0.12%
9,910
+769
107
$1.32M 0.12%
38,342
+2,624
108
$1.27M 0.12%
15,000
109
$1.2M 0.11%
9,761
+332
110
$1.13M 0.11%
35,417
-345
111
$1.11M 0.1%
20,061
+8,200
112
$1.09M 0.1%
20,582
+5,000
113
$1.03M 0.1%
23,400
-100
114
$1.01M 0.09%
9,679
-753
115
$1.01M 0.09%
10,000
116
$906K 0.08%
12,900
117
$904K 0.08%
6,284
-552
118
$888K 0.08%
11,717
119
$887K 0.08%
15,916
+2,300
120
$877K 0.08%
9,020
121
$848K 0.08%
11,734
-41
122
$844K 0.08%
20,333
123
$815K 0.08%
8,502
+568
124
$789K 0.07%
8,864
-60
125
$743K 0.07%
23,211
-422
3 4
5
6 7