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
$1.29B
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$4.9M
3
+$3.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M
5
STZ icon
Constellation Brands
STZ
+$2.99M

Top Sells

1
+$9.13M
2
+$4.97M
3
+$4.69M
4
CELG
Celgene Corp
CELG
+$4.2M
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$2.27M

Sector Composition

1 Healthcare 16.8%
2 Technology 11.84%
3 Financials 11.17%
4 Consumer Discretionary 7.46%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.25M 0.1%
23,220
+8,240
102
$1.23M 0.1%
13,000
-3,180
103
$1.21M 0.09%
17,151
-715
104
$1.18M 0.09%
26,075
-5,588
105
$1.17M 0.09%
4,415
+100
106
$1.13M 0.09%
15,550
+1,350
107
$1.1M 0.09%
3,081
-103
108
$1.01M 0.08%
4,113
+259
109
$1M 0.08%
9,020
110
$984K 0.08%
21,294
111
$979K 0.08%
5,070
+1
112
$928K 0.07%
5,310
113
$897K 0.07%
13,446
-810
114
$892K 0.07%
+30,174
115
$875K 0.07%
8,772
+1
116
$859K 0.07%
16,355
117
$840K 0.06%
20,135
-114
118
$840K 0.06%
51,440
-55,073
119
$839K 0.06%
4,826
-97
120
$825K 0.06%
15,000
121
$806K 0.06%
19,535
122
$782K 0.06%
14,284
-300
123
$781K 0.06%
6,750
124
$770K 0.06%
6,492
-580
125
$768K 0.06%
3,391
-95
3 4
5
6 7