HCM

Howland Capital Management Portfolio holdings

AUM $2.63B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.45B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$10.1M
3
+$6.3M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$4.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.33M

Top Sells

1
+$5.37M
2
+$2.68M
3
+$2.15M
4
WSO icon
Watsco Inc
WSO
+$2.04M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.52M

Sector Composition

1 Technology 23.12%
2 Financials 12.89%
3 Communication Services 8.2%
4 Consumer Discretionary 8.05%
5 Healthcare 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.48M 0.1%
125,243
+543
102
$2.48M 0.1%
3,175
-233
103
$2.4M 0.1%
13,941
+67
104
$2.34M 0.1%
29,936
+816
105
$2.27M 0.09%
17,075
-239
106
$2.26M 0.09%
16,074
-224
107
$2.26M 0.09%
24,902
-700
108
$2.26M 0.09%
12,528
-668
109
$2.22M 0.09%
29,349
-2,845
110
$2.2M 0.09%
16,488
111
$2.19M 0.09%
8,799
-165
112
$2.19M 0.09%
86,746
-11,908
113
$2.17M 0.09%
81,020
-1,180
114
$2.16M 0.09%
7,687
-113
115
$2.16M 0.09%
9,380
-538
116
$2.13M 0.09%
3,436
117
$2.07M 0.08%
7,501
+51
118
$2.05M 0.08%
9,220
119
$2.03M 0.08%
3,734
-450
120
$1.94M 0.08%
5,854
+998
121
$1.91M 0.08%
20,022
+340
122
$1.87M 0.08%
285,308
+2,500
123
$1.85M 0.08%
11,488
+240
124
$1.82M 0.07%
37,758
-148
125
$1.78M 0.07%
37,593
-75
3 4
5
6 7