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
$2.24B
AUM Growth
-$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12M
3
+$7.57M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$7.14M
5
PG icon
Procter & Gamble
PG
+$5.19M

Top Sells

1
+$35.5M
2
+$25.2M
3
+$16.1M
4
STZ icon
Constellation Brands
STZ
+$13.9M
5
MSFT icon
Microsoft
MSFT
+$6.07M

Sector Composition

1 Technology 20.2%
2 Financials 14.48%
3 Healthcare 9.01%
4 Consumer Discretionary 7.65%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.4M 0.11%
25,602
+847
102
$2.34M 0.1%
39,770
+1,623
103
$2.34M 0.1%
9,918
-106,508
104
$2.33M 0.1%
17,314
-252
105
$2.24M 0.1%
8,964
-144
106
$2.21M 0.1%
35,790
+13,846
107
$2.2M 0.1%
82,200
+5,000
108
$2.17M 0.1%
96,951
+35,456
109
$2.13M 0.1%
22,880
+900
110
$2.13M 0.09%
16,488
+4,000
111
$2.11M 0.09%
29,120
-67
112
$2.07M 0.09%
4,184
-18
113
$2.02M 0.09%
7,800
-3,100
114
$1.97M 0.09%
13,196
-200
115
$1.93M 0.09%
3,436
+25
116
$1.9M 0.08%
16,298
117
$1.89M 0.08%
9,220
118
$1.87M 0.08%
11,248
-94
119
$1.78M 0.08%
29,267
+9,535
120
$1.69M 0.08%
7,635
+1,700
121
$1.66M 0.07%
37,906
-22,655
122
$1.65M 0.07%
20,393
+38
123
$1.61M 0.07%
79,340
+49,017
124
$1.61M 0.07%
15,301
-96
125
$1.6M 0.07%
4,856
+799
3 4
5
6 7