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
$1.25B
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$4.39M
3
+$3.05M
4
AEM icon
Agnico Eagle Mines
AEM
+$1.99M
5
MELI icon
Mercado Libre
MELI
+$1.95M

Top Sells

1
+$6.78M
2
+$5.06M
3
+$2.51M
4
UPS icon
United Parcel Service
UPS
+$1.96M
5
MSFT icon
Microsoft
MSFT
+$1.76M

Sector Composition

1 Healthcare 19.14%
2 Technology 13.5%
3 Financials 9.91%
4 Industrials 7.69%
5 Consumer Discretionary 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$868K 0.07%
10,674
127
$862K 0.07%
22,403
-885
128
$828K 0.07%
14,840
+600
129
$826K 0.07%
7,012
+241
130
$825K 0.07%
5,175
+270
131
$813K 0.06%
19,317
-95
132
$802K 0.06%
18,666
-242
133
$793K 0.06%
18,491
+1,150
134
$778K 0.06%
7,186
135
$768K 0.06%
5,821
136
$733K 0.06%
15,000
137
$725K 0.06%
11,229
138
$716K 0.06%
8,732
139
$702K 0.06%
20,000
-2,000
140
$689K 0.05%
6,750
141
$645K 0.05%
14,987
-83
142
$633K 0.05%
5,500
143
$613K 0.05%
12,500
144
$609K 0.05%
28,650
145
$603K 0.05%
5,635
146
$603K 0.05%
13,392
-300
147
$600K 0.05%
11,924
-1,810
148
$550K 0.04%
17,430
-350
149
$548K 0.04%
3,520
-680
150
$548K 0.04%
10,306
4 5
6
7 8