HCM

Howland Capital Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$4.9M
3
+$3.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M
5
STZ icon
Constellation Brands
STZ
+$2.99M

Top Sells

1
+$9.13M
2
+$4.97M
3
+$4.69M
4
CELG
Celgene Corp
CELG
+$4.2M
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$2.27M

Sector Composition

1 Healthcare 16.8%
2 Technology 11.84%
3 Financials 11.17%
4 Consumer Discretionary 7.46%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$754K 0.06%
3,757
-3,618
127
$729K 0.06%
12,756
+1,088
128
$728K 0.06%
28,230
-420
129
$725K 0.06%
20,333
130
$702K 0.05%
5,500
131
$698K 0.05%
5,789
-32
132
$696K 0.05%
13,021
-2,450
133
$693K 0.05%
12,500
134
$688K 0.05%
31,337
135
$659K 0.05%
26,026
-230
136
$657K 0.05%
3,475
-149
137
$645K 0.05%
7,380
-110
138
$620K 0.05%
14,605
139
$607K 0.05%
8,309
-101
140
$586K 0.05%
5,124
141
$518K 0.04%
2,496
-267
142
$517K 0.04%
2,964
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143
$513K 0.04%
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144
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12,125
-1,380
145
$496K 0.04%
2,490
146
$483K 0.04%
14,604
-1,418
147
$475K 0.04%
3,900
148
$452K 0.03%
7,928
+3,872
149
$435K 0.03%
3,000
150
$424K 0.03%
8,241
-2,696
4 5
6
7 8