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
$1.74B
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$9.56M
3
+$6.22M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.84M
5
ORLY icon
O'Reilly Automotive
ORLY
+$4.51M

Top Sells

1
+$15.2M
2
+$8.01M
3
+$6.98M
4
AEM icon
Agnico Eagle Mines
AEM
+$4.58M
5
UGI icon
UGI
UGI
+$3.3M

Sector Composition

1 Technology 16.71%
2 Financials 14.1%
3 Healthcare 11.91%
4 Consumer Discretionary 7.81%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.78M 0.1%
62,109
-1,372
102
$1.77M 0.1%
5,887
103
$1.72M 0.1%
41,399
-2,534
104
$1.67M 0.1%
13,272
-800
105
$1.63M 0.09%
25,502
-50
106
$1.6M 0.09%
18,763
+5,635
107
$1.56M 0.09%
16,778
+13,245
108
$1.55M 0.09%
46,361
-244
109
$1.53M 0.09%
48,452
+3,139
110
$1.48M 0.08%
4,326
-17
111
$1.42M 0.08%
23,575
-500
112
$1.4M 0.08%
12,114
-338
113
$1.38M 0.08%
21,366
114
$1.32M 0.08%
65,866
-398,699
115
$1.32M 0.08%
13,444
-761
116
$1.28M 0.07%
9,032
117
$1.25M 0.07%
9,040
118
$1.21M 0.07%
21,137
119
$1.21M 0.07%
51,530
+38,883
120
$1.14M 0.07%
45,955
+6,030
121
$1.14M 0.07%
8,512
+167
122
$1.12M 0.06%
11,198
-136
123
$1.11M 0.06%
12,335
124
$1.07M 0.06%
4,035
-8
125
$1.03M 0.06%
8,671
-507
3 4
5
6 7