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
$1B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.05M
3
+$1.7M
4
CDK
CDK Global, Inc.
CDK
+$1.46M
5
AMT icon
American Tower
AMT
+$1.37M

Top Sells

1
+$13.6M
2
+$2.28M
3
+$1.88M
4
NUAN
Nuance Communications, Inc.
NUAN
+$1.53M
5
BKF icon
iShares MSCI BIC ETF
BKF
+$1.17M

Sector Composition

1 Healthcare 17.08%
2 Technology 12.3%
3 Industrials 11.49%
4 Financials 9.72%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$725K 0.07%
10,550
-75
127
$713K 0.07%
13,750
128
$705K 0.07%
11,587
+300
129
$677K 0.07%
17,871
130
$671K 0.07%
7,000
131
$663K 0.07%
8,143
-28
132
$658K 0.07%
18,750
133
$641K 0.06%
30,180
-720
134
$635K 0.06%
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135
$630K 0.06%
7,589
+558
136
$619K 0.06%
6,089
137
$604K 0.06%
20,816
138
$557K 0.06%
8,059
139
$553K 0.06%
7,950
-550
140
$549K 0.05%
9,594
141
$544K 0.05%
13,830
-5
142
$511K 0.05%
3,764
143
$506K 0.05%
9,866
144
$498K 0.05%
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145
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49,941
-20,020
146
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25,147
147
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17,020
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148
$471K 0.05%
45,200
149
$463K 0.05%
4,282
-100
150
$458K 0.05%
8,030
4 5
6
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