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
$1.23B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$19.8M
3
+$11.4M
4
KMX icon
CarMax
KMX
+$4.15M
5
TJX icon
TJX Companies
TJX
+$3.31M

Top Sells

1
+$21.9M
2
+$8.82M
3
+$6.33M
4
UPS icon
United Parcel Service
UPS
+$5.84M
5
LIN icon
Linde
LIN
+$4.82M

Sector Composition

1 Healthcare 18.45%
2 Technology 11.74%
3 Financials 10.73%
4 Consumer Discretionary 6.96%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.1%
17,866
-900
102
$1.17M 0.1%
+27,574
103
$1.16M 0.09%
20,311
-154,770
104
$1.14M 0.09%
14,200
-1,358
105
$1.04M 0.08%
+7,003
106
$1.02M 0.08%
4,315
-250
107
$1.01M 0.08%
5,310
108
$976K 0.08%
14,256
-516
109
$973K 0.08%
9,020
110
$962K 0.08%
3,184
-137
111
$956K 0.08%
21,294
-35
112
$939K 0.08%
3,854
-1,269
113
$896K 0.07%
4,923
+197
114
$879K 0.07%
14,980
115
$846K 0.07%
16,355
-1,039
116
$845K 0.07%
5,069
+9
117
$828K 0.07%
20,249
+3,758
118
$824K 0.07%
8,771
+386
119
$817K 0.07%
7,072
-100
120
$794K 0.06%
15,471
-150
121
$790K 0.06%
19,535
122
$787K 0.06%
14,584
-613
123
$768K 0.06%
15,000
124
$763K 0.06%
6,750
125
$715K 0.06%
28,650
3 4
5
6 7