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
$1.16B
AUM Growth
+$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$15M
3
+$4.57M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.25M
5
CELG
Celgene Corp
CELG
+$4.01M

Top Sells

1
+$7.9M
2
+$7.2M
3
+$2.63M
4
XOM icon
Exxon Mobil
XOM
+$1.93M
5
KMX icon
CarMax
KMX
+$1.23M

Sector Composition

1 Healthcare 19.26%
2 Technology 13.54%
3 Industrials 10.61%
4 Financials 8.69%
5 Energy 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$784K 0.07%
7,000
127
$782K 0.07%
5,125
+1,263
128
$754K 0.07%
14,958
-299
129
$748K 0.06%
3,010
130
$747K 0.06%
10,242
+376
131
$736K 0.06%
11,813
+200
132
$735K 0.06%
8,897
133
$723K 0.06%
6,121
134
$709K 0.06%
8,189
-675
135
$706K 0.06%
18,750
136
$697K 0.06%
6,150
-15
137
$677K 0.06%
17,221
-336
138
$677K 0.06%
9,166
139
$674K 0.06%
3,764
-4
140
$674K 0.06%
22,391
-820
141
$657K 0.06%
20,961
+6,801
142
$657K 0.06%
25,000
143
$656K 0.06%
13,330
144
$653K 0.06%
16,064
-100
145
$648K 0.06%
11,734
146
$646K 0.06%
20,580
+2,168
147
$620K 0.05%
5,496
-2,200
148
$559K 0.05%
16,544
-1,490
149
$539K 0.05%
10,805
+4,699
150
$528K 0.05%
12,740
+40
4 5
6
7 8