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
$2.07B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$14.6M
3
+$10.6M
4
TPL icon
Texas Pacific Land
TPL
+$10.4M
5
META icon
Meta Platforms (Facebook)
META
+$7.84M

Top Sells

1
+$13.4M
2
+$9.19M
3
+$6.83M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.94M
5
ES icon
Eversource Energy
ES
+$5.54M

Sector Composition

1 Technology 19.16%
2 Financials 14.02%
3 Healthcare 9.3%
4 Communication Services 7.81%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.91M 0.09%
50,460
-450
102
$1.89M 0.09%
9,723
103
$1.88M 0.09%
20,734
-772
104
$1.87M 0.09%
11,961
-100
105
$1.77M 0.09%
69,810
+29,930
106
$1.75M 0.08%
3,334
+1,913
107
$1.75M 0.08%
63,141
-4,931
108
$1.66M 0.08%
62,890
+525
109
$1.64M 0.08%
17,378
-1,356
110
$1.59M 0.08%
8,319
+84
111
$1.58M 0.08%
20,071
112
$1.58M 0.08%
21,266
113
$1.55M 0.07%
64,721
+392
114
$1.53M 0.07%
3,845
-415
115
$1.5M 0.07%
41,728
-1,352
116
$1.43M 0.07%
33,090
-3,074
117
$1.42M 0.07%
8,742
-40
118
$1.41M 0.07%
9,040
119
$1.39M 0.07%
5,687
120
$1.36M 0.07%
18,585
-2,582
121
$1.36M 0.07%
32,334
+12,120
122
$1.35M 0.07%
24,929
+364
123
$1.29M 0.06%
11,678
+492
124
$1.28M 0.06%
1,333
125
$1.28M 0.06%
19,100
-3,900
3 4
5
6 7