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
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$6.17M
2 +$2.41M
3 +$2.09M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.96M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.51M

Top Sells

1 +$3.87M
2 +$3.27M
3 +$1.7M
4
PEP icon
PepsiCo
PEP
+$1.37M
5
CELG
Celgene Corp
CELG
+$1.21M

Sector Composition

1 Healthcare 16.46%
2 Technology 11.89%
3 Financials 11.42%
4 Consumer Discretionary 7.29%
5 Utilities 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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3,401
+10
127
$745K 0.06%
26,602
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128
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129
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131
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17,279
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134
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135
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136
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137
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4,614
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$504K 0.04%
2,979
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