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
$1.32B
AUM Growth
+$63.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$4.02M
3
+$2.73M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.29M
5
MDT icon
Medtronic
MDT
+$2.26M

Top Sells

1
+$10.8M
2
+$7.05M
3
+$4.32M
4
GE icon
GE Aerospace
GE
+$3.38M
5
AKAM icon
Akamai
AKAM
+$3.13M

Sector Composition

1 Healthcare 21.04%
2 Technology 13.65%
3 Financials 10.71%
4 Industrials 7.22%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$917K 0.07%
7,186
127
$862K 0.07%
7,031
+19
128
$800K 0.06%
18,491
129
$791K 0.06%
11,229
130
$787K 0.06%
19,495
+178
131
$774K 0.06%
5,821
132
$754K 0.06%
17,123
-1,543
133
$754K 0.06%
21,478
-925
134
$744K 0.06%
15,297
+310
135
$731K 0.06%
6,750
136
$728K 0.06%
8,796
+64
137
$726K 0.06%
5,500
138
$707K 0.05%
28,650
139
$706K 0.05%
13,225
+1,301
140
$632K 0.05%
12,500
141
$622K 0.05%
5,593
-42
142
$612K 0.05%
10,306
143
$601K 0.05%
3,550
144
$595K 0.05%
3,560
+40
145
$556K 0.04%
20,333
146
$551K 0.04%
17,430
147
$544K 0.04%
5,068
-121
148
$533K 0.04%
6,105
+600
149
$531K 0.04%
6,019
-40
150
$528K 0.04%
13,030
-362
4 5
6
7 8