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

Top Sells

1
+$57.7M
2
+$10.3M
3
+$5.13M
4
MELI icon
Mercado Libre
MELI
+$4.96M
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$3.78M

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
$669K 0.05%
14,342
129
$661K 0.05%
8,547
+7
130
$656K 0.05%
28,230
131
$653K 0.05%
5,518
-72
132
$648K 0.05%
4,731
133
$631K 0.05%
1,449
+110
134
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11,203
-2,574
135
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15,877
-1,237
136
$612K 0.04%
26,816
-122
137
$610K 0.04%
+8,475
138
$606K 0.04%
8,231
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139
$605K 0.04%
10,692
140
$589K 0.04%
3,469
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141
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142
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143
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2,181
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144
$511K 0.04%
819
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145
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2,691
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146
$493K 0.04%
3,648
147
$465K 0.03%
3,665
148
$459K 0.03%
12,920
+180
149
$450K 0.03%
3,000
150
$449K 0.03%
8,772
+1,437
4 5
6
7 8