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
$1.07B
AUM Growth
-$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$3.33M
3
+$2.67M
4
TEL icon
TE Connectivity
TEL
+$2.27M
5
AMT icon
American Tower
AMT
+$1.43M

Top Sells

1
+$17.2M
2
+$16.8M
3
+$3.59M
4
WFC icon
Wells Fargo
WFC
+$2.48M
5
YUM icon
Yum! Brands
YUM
+$2.22M

Sector Composition

1 Healthcare 18.88%
2 Technology 14.78%
3 Industrials 11.81%
4 Financials 8.89%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$734K 0.07%
8,897
-31
127
$733K 0.07%
7,311
+110
128
$728K 0.07%
6,121
129
$721K 0.07%
13,330
130
$704K 0.07%
7,696
+59
131
$700K 0.07%
9,866
132
$694K 0.06%
18,750
133
$694K 0.06%
25,000
134
$685K 0.06%
15,257
-185
135
$680K 0.06%
9,880
+1,079
136
$676K 0.06%
3,010
+1,968
137
$670K 0.06%
11,613
+266
138
$660K 0.06%
7,000
139
$643K 0.06%
6,165
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140
$642K 0.06%
17,557
-4,847
141
$622K 0.06%
16,164
142
$620K 0.06%
9,166
143
$609K 0.06%
3,768
144
$590K 0.06%
21,813
+300
145
$548K 0.05%
3,862
-50
146
$545K 0.05%
18,034
+1,300
147
$528K 0.05%
18,412
+4,600
148
$490K 0.05%
+12,700
149
$471K 0.04%
6,967
+492
150
$458K 0.04%
1,970
+800
4 5
6
7 8