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
$1.56B
AUM Growth
-$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.25M
3
+$3.22M
4
QCOM icon
Qualcomm
QCOM
+$3.2M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$4.86M
2
+$2.89M
3
+$1.83M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.71M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.22M

Sector Composition

1 Financials 14.69%
2 Technology 14.64%
3 Healthcare 14.13%
4 Consumer Discretionary 6.65%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.41M 0.09%
15,072
+1,387
102
$1.41M 0.09%
15,219
-5,706
103
$1.37M 0.09%
46,826
+4,572
104
$1.3M 0.08%
5,537
+1,181
105
$1.26M 0.08%
44,112
+11,529
106
$1.25M 0.08%
26,550
+20,415
107
$1.23M 0.08%
15,319
-390
108
$1.19M 0.08%
4,499
+41
109
$1.18M 0.08%
60,000
110
$1.17M 0.08%
20,266
+5,200
111
$1.14M 0.07%
9,232
112
$1.13M 0.07%
22,645
+4,800
113
$1.1M 0.07%
9,020
114
$1.09M 0.07%
13,316
-550
115
$1.08M 0.07%
12,404
116
$1.07M 0.07%
3,896
+2,103
117
$1.07M 0.07%
13,527
118
$1.03M 0.07%
21,691
119
$1.02M 0.07%
11,384
+2,588
120
$1.02M 0.07%
1,476
+532
121
$1.01M 0.07%
15,000
122
$977K 0.06%
25,744
+7,058
123
$958K 0.06%
27,476
+13,100
124
$957K 0.06%
8,057
-20
125
$942K 0.06%
12,298
+911
3 4
5
6 7