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
$918M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$3.88M
3
+$3.5M
4
GG
Goldcorp Inc
GG
+$2.59M
5
TEL icon
TE Connectivity
TEL
+$1.85M

Top Sells

1
+$10M
2
+$3.06M
3
+$2.3M
4
XOM icon
Exxon Mobil
XOM
+$1.92M
5
MCD icon
McDonald's
MCD
+$1.74M

Sector Composition

1 Healthcare 18.51%
2 Technology 12.93%
3 Industrials 11.81%
4 Financials 10.18%
5 Energy 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$728K 0.08%
28,320
127
$701K 0.08%
29,580
128
$687K 0.07%
7,000
129
$659K 0.07%
10,520
130
$651K 0.07%
7,143
-7
131
$647K 0.07%
7,851
+485
132
$640K 0.07%
14,490
-25
133
$634K 0.07%
22,308
-124
134
$622K 0.07%
10,859
-800
135
$586K 0.06%
7,383
-507
136
$581K 0.06%
27,052
-211
137
$562K 0.06%
+10,799
138
$552K 0.06%
6,121
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139
$550K 0.06%
16,265
140
$545K 0.06%
10,020
-192
141
$534K 0.06%
5,229
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142
$514K 0.06%
10,315
143
$511K 0.06%
9,778
+7
144
$491K 0.05%
4,494
+4
145
$491K 0.05%
49,941
146
$488K 0.05%
3,768
147
$471K 0.05%
13,330
148
$469K 0.05%
25,000
-136
149
$461K 0.05%
20,333
150
$455K 0.05%
31,600
+500
4 5
6
7 8