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
$755K 0.06%
3,401
+10
127
$745K 0.06%
26,602
-3,572
128
$734K 0.06%
6,307
-185
129
$729K 0.06%
3,761
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130
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3,475
131
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17,279
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132
$691K 0.05%
5,789
133
$687K 0.05%
13,021
134
$684K 0.05%
5,500
135
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11,478
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136
$652K 0.05%
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137
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11,630
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138
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6,678
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139
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8,310
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140
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31,337
141
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20,247
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144
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145
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146
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2,509
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147
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6,076
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148
$535K 0.04%
5,164
+40
149
$516K 0.04%
4,614
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150
$504K 0.04%
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4 5
6
7 8