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
$1.24B
AUM Growth
-$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$6.8M
3 +$3.75M
4
XEC
CIMAREX ENERGY CO
XEC
+$2.81M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$2.74M

Top Sells

1 +$15.7M
2 +$4.47M
3 +$1.6M
4
BND icon
Vanguard Total Bond Market
BND
+$1.49M
5
QCOM icon
Qualcomm
QCOM
+$1.44M

Sector Composition

1 Healthcare 19.24%
2 Technology 13.57%
3 Financials 9.77%
4 Industrials 8.25%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$828K 0.07%
16,064
127
$800K 0.06%
15,000
-3,750
128
$798K 0.06%
22,325
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129
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131
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132
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7,186
133
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134
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137
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12,500
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148
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3,500
149
$558K 0.04%
17,780
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150
$532K 0.04%
28,650
+9,000