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
$1.41B
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$8.92M
2 +$7.52M
3 +$5.61M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$4.79M
5
UGI icon
UGI
UGI
+$4.09M

Top Sells

1 +$12.9M
2 +$4.79M
3 +$3.17M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.95M
5
ECL icon
Ecolab
ECL
+$1.7M

Sector Composition

1 Healthcare 15.8%
2 Technology 11.96%
3 Financials 11.66%
4 Consumer Discretionary 6.87%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$817K 0.06%
14,026
+1,005
127
$787K 0.06%
3,698
-63
128
$757K 0.05%
25,614
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129
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17,114
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$744K 0.05%
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132
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134
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3,491
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135
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136
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137
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138
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139
$634K 0.05%
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140
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145
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2,780
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146
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15,306
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147
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6,115
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148
$532K 0.04%
3,005
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149
$524K 0.04%
+12,740
150
$515K 0.04%
14,604