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
$1.63B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.7M
3
+$2.74M
4
AMZN icon
Amazon
AMZN
+$2.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.59M

Top Sells

1
+$33.2M
2
+$7.84M
3
+$5.54M
4
MMM icon
3M
MMM
+$3.56M
5
KNSL icon
Kinsale Capital Group
KNSL
+$2.67M

Sector Composition

1 Financials 14.29%
2 Technology 13.96%
3 Healthcare 13.67%
4 Consumer Discretionary 6.59%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44M 0.09%
15,709
-1,048
102
$1.38M 0.09%
15,277
+12,300
103
$1.33M 0.08%
13,866
+151
104
$1.32M 0.08%
86,820
-7,270
105
$1.27M 0.08%
13,310
106
$1.22M 0.07%
13,685
107
$1.22M 0.07%
9,232
-42
108
$1.2M 0.07%
21,691
-90
109
$1.17M 0.07%
9,020
110
$1.16M 0.07%
+26,450
111
$1.15M 0.07%
12,404
+277
112
$1.14M 0.07%
8,077
+759
113
$1.14M 0.07%
6,198
+4,968
114
$1.13M 0.07%
25,085
-710
115
$1.11M 0.07%
60,000
116
$1.1M 0.07%
+19,300
117
$1.08M 0.07%
32,583
+26,483
118
$1.05M 0.06%
4,356
+2,880
119
$1.04M 0.06%
+15,066
120
$1.03M 0.06%
13,527
+469
121
$1.02M 0.06%
15,000
122
$1M 0.06%
4,458
123
$964K 0.06%
14,593
-1,000
124
$949K 0.06%
12,360
+2,860
125
$948K 0.06%
5,305
-40
3 4
5
6 7