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
$1.32B
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$2.41M
3
+$2.09M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.96M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.51M

Top Sells

1
+$3.87M
2
+$3.27M
3
+$1.7M
4
PEP icon
PepsiCo
PEP
+$1.37M
5
CELG
Celgene Corp
CELG
+$1.21M

Sector Composition

1 Healthcare 16.46%
2 Technology 11.89%
3 Financials 11.42%
4 Consumer Discretionary 7.29%
5 Utilities 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.43M 0.11%
10,019
+19
102
$1.43M 0.11%
23,460
+240
103
$1.43M 0.11%
13,794
-210
104
$1.39M 0.11%
17,496
+345
105
$1.24M 0.09%
7,930
-70
106
$1.24M 0.09%
26,516
-23,625
107
$1.22M 0.09%
13,000
108
$1.14M 0.09%
4,626
+513
109
$1.09M 0.08%
14,440
-1,110
110
$1.07M 0.08%
37,404
+11,378
111
$1.02M 0.08%
9,020
112
$1.01M 0.08%
5,130
+304
113
$971K 0.07%
3,281
+200
114
$966K 0.07%
21,264
-30
115
$947K 0.07%
21,258
+1,723
116
$917K 0.07%
5,094
-216
117
$912K 0.07%
5,119
+49
118
$896K 0.07%
15,000
119
$896K 0.07%
16,252
-103
120
$881K 0.07%
8,809
+37
121
$840K 0.06%
17,002
+2,718
122
$834K 0.06%
13,810
+1,054
123
$785K 0.06%
12,500
124
$776K 0.06%
11,613
-1,833
125
$767K 0.06%
6,750
3 4
5
6 7