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
$1.66B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.18M
3
+$4.04M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.42M
5
AAPL icon
Apple
AAPL
+$2.27M

Top Sells

1
+$49M
2
+$19M
3
+$8.43M
4
BNS icon
Scotiabank
BNS
+$6.54M
5
MDT icon
Medtronic
MDT
+$4.98M

Sector Composition

1 Technology 15.79%
2 Financials 13.49%
3 Healthcare 13.44%
4 Consumer Discretionary 7.38%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.77M 0.11%
25,552
-510
102
$1.7M 0.1%
5,887
+50
103
$1.67M 0.1%
43,933
-1,787
104
$1.59M 0.1%
14,072
105
$1.52M 0.09%
+64,085
106
$1.47M 0.09%
3,821
-75
107
$1.47M 0.09%
21,366
+100
108
$1.43M 0.09%
45,313
+1,320
109
$1.4M 0.08%
46,605
+181
110
$1.39M 0.08%
12,452
+68
111
$1.39M 0.08%
14,205
+664
112
$1.39M 0.08%
24,075
-170
113
$1.28M 0.08%
46,050
-6,520
114
$1.25M 0.08%
9,032
115
$1.21M 0.07%
9,040
+20
116
$1.17M 0.07%
30,864
+17,660
117
$1.15M 0.07%
13,128
-399
118
$1.11M 0.07%
1,353
-83
119
$1.11M 0.07%
4,343
+18
120
$1.11M 0.07%
12,980
+682
121
$1.1M 0.07%
11,334
-80
122
$1.09M 0.07%
8,345
-10
123
$1.08M 0.07%
10,322
-3,556
124
$1.05M 0.06%
21,137
+266
125
$1M 0.06%
4,043
+8
3 4
5
6 7