HCM

Howland Capital Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$1.82M
3
+$1.75M
4
AWK icon
American Water Works
AWK
+$1.43M
5
FRC
First Republic Bank
FRC
+$1.07M

Top Sells

1
+$8.8M
2
+$6.61M
3
+$1.07M
4
VZ icon
Verizon
VZ
+$953K
5
AKAM icon
Akamai
AKAM
+$924K

Sector Composition

1 Healthcare 19.74%
2 Technology 12.51%
3 Industrials 9.94%
4 Financials 9.57%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.48M 0.12%
9,937
102
$1.4M 0.12%
47,461
-4,010
103
$1.35M 0.11%
23,985
-516
104
$1.3M 0.11%
10,424
+795
105
$1.28M 0.11%
30,000
106
$1.25M 0.1%
12,750
107
$1.24M 0.1%
10,000
108
$1.23M 0.1%
23,400
109
$1.21M 0.1%
9,910
+115
110
$1.19M 0.1%
22,982
111
$1.17M 0.1%
18,204
+222
112
$1.07M 0.09%
10,817
+129
113
$1.06M 0.09%
+5,459
114
$1.03M 0.09%
19,190
115
$1.03M 0.08%
5,505
+80
116
$995K 0.08%
15,832
-250
117
$986K 0.08%
24,658
-190
118
$974K 0.08%
7,000
119
$965K 0.08%
3,010
120
$953K 0.08%
9,020
121
$932K 0.08%
21,385
+30
122
$931K 0.08%
6,154
123
$905K 0.07%
5,297
+2,160
124
$888K 0.07%
19,892
125
$839K 0.07%
10,717
+475
3 4
5
6 7