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
$805M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.44M
3
+$2.02M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$1.88M
5
AMT icon
American Tower
AMT
+$1.59M

Top Sells

1
+$2.85M
2
+$2.51M
3
+$1.54M
4
IBM icon
IBM
IBM
+$1.3M
5
BND icon
Vanguard Total Bond Market
BND
+$1.07M

Sector Composition

1 Healthcare 15.79%
2 Industrials 12.22%
3 Technology 11.98%
4 Energy 9.64%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$550K 0.07%
5,319
-21
127
$549K 0.07%
7,000
-60
128
$541K 0.07%
7,658
129
$500K 0.06%
25,600
+600
130
$498K 0.06%
5,721
-722
131
$495K 0.06%
19,066
132
$484K 0.06%
8,207
+2,280
133
$467K 0.06%
9,666
+1,066
134
$460K 0.06%
+45,200
135
$457K 0.06%
11,127
+167
136
$443K 0.06%
9,866
137
$410K 0.05%
5,310
+15
138
$406K 0.05%
3,764
139
$400K 0.05%
4,412
-144
140
$396K 0.05%
8,649
141
$379K 0.05%
+4,582
142
$371K 0.05%
+8,906
143
$371K 0.05%
3,222
144
$359K 0.04%
9,940
+800
145
$339K 0.04%
30,900
146
$336K 0.04%
6,447
+447
147
$331K 0.04%
31,100
148
$331K 0.04%
12,609
149
$324K 0.04%
4,492
+156
150
$323K 0.04%
4,526
+100
4 5
6
7 8