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
$1.93B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.83M
3
+$4.68M
4
SPGI icon
S&P Global
SPGI
+$3.78M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$3.54M

Top Sells

1
+$4.93M
2
+$3.78M
3
+$2.04M
4
UGI icon
UGI
UGI
+$1.73M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.2M

Sector Composition

1 Healthcare 14.73%
2 Financials 12.48%
3 Technology 12.15%
4 Consumer Discretionary 7.67%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.49M 0.08%
4,872
+45
102
$1.49M 0.08%
13,956
103
$1.39M 0.07%
12,338
+307
104
$1.39M 0.07%
13,375
105
$1.33M 0.07%
8,617
+817
106
$1.32M 0.07%
19,878
107
$1.31M 0.07%
15,407
-635
108
$1.28M 0.07%
2,791
109
$1.27M 0.07%
62,000
110
$1.27M 0.07%
9,274
+42
111
$1.27M 0.07%
9,020
112
$1.27M 0.07%
8,997
113
$1.23M 0.06%
5,500
-500
114
$1.19M 0.06%
12,989
115
$1.17M 0.06%
8,322
-471
116
$1.11M 0.06%
17,475
-770
117
$1.06M 0.05%
15,000
118
$1.05M 0.05%
18,721
-2,875
119
$1.03M 0.05%
4,554
120
$1.01M 0.05%
16,921
121
$1.01M 0.05%
10,496
-75
122
$985K 0.05%
4,293
123
$942K 0.05%
5,685
124
$937K 0.05%
12,500
125
$919K 0.05%
3,872
-31
3 4
5
6 7