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
$1.4B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1 +$65.9M
2 +$11.2M
3 +$8.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.03M
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$5.71M

Sector Composition

1 Healthcare 15.64%
2 Technology 12.38%
3 Financials 11.35%
4 Consumer Discretionary 7.41%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$687K 0.05%
11,076
-950
127
$675K 0.05%
6,888
+186
128
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14,342
129
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8,547
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130
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131
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5,518
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132
$648K 0.05%
4,731
133
$631K 0.05%
1,449
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134
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11,203
-2,574
135
$616K 0.04%
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136
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-122
137
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138
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8,231
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139
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140
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141
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145
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146
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147
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148
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12,920
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149
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3,000
150
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8,772
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