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
$1.23B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$19.8M
3
+$11.4M
4
KMX icon
CarMax
KMX
+$4.15M
5
TJX icon
TJX Companies
TJX
+$3.31M

Top Sells

1
+$21.9M
2
+$8.82M
3
+$6.33M
4
UPS icon
United Parcel Service
UPS
+$5.84M
5
LIN icon
Linde
LIN
+$4.82M

Sector Composition

1 Healthcare 18.45%
2 Technology 11.74%
3 Financials 10.73%
4 Consumer Discretionary 6.96%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$698K 0.06%
5,821
127
$690K 0.06%
11,668
-2,477
128
$675K 0.06%
18,992
-2,910
129
$666K 0.05%
3,486
-34
130
$660K 0.05%
12,500
131
$651K 0.05%
7,490
+1,427
132
$641K 0.05%
31,337
133
$630K 0.05%
14,605
-4,590
134
$622K 0.05%
26,256
-9,713
135
$611K 0.05%
4,707
-475
136
$599K 0.05%
8,410
-30
137
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13,505
-1,390
138
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8,242
139
$579K 0.05%
3,624
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140
$570K 0.05%
5,500
141
$564K 0.05%
20,333
142
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13,504
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143
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144
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2,763
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145
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16,022
-1,458
146
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3,900
147
$466K 0.04%
16,000
-142
148
$465K 0.04%
2,490
149
$442K 0.04%
4,035
+75
150
$411K 0.03%
6,157
-316
4 5
6
7 8