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
$1.63B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.7M
3
+$2.74M
4
AMZN icon
Amazon
AMZN
+$2.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.59M

Top Sells

1
+$33.2M
2
+$7.84M
3
+$5.54M
4
MMM icon
3M
MMM
+$3.56M
5
KNSL icon
Kinsale Capital Group
KNSL
+$2.67M

Sector Composition

1 Financials 14.29%
2 Technology 13.96%
3 Healthcare 13.67%
4 Consumer Discretionary 6.59%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$948K 0.06%
4,725
+165
127
$948K 0.06%
18,686
+12,476
128
$933K 0.06%
+17,845
129
$920K 0.06%
3,733
-93
130
$888K 0.05%
8,661
131
$879K 0.05%
12,500
132
$859K 0.05%
11,387
+700
133
$835K 0.05%
+8,796
134
$821K 0.05%
21,936
+5,620
135
$791K 0.05%
3,862
+487
136
$789K 0.05%
27,166
137
$784K 0.05%
19,220
+1,557
138
$774K 0.05%
5,685
139
$763K 0.05%
5,800
140
$714K 0.04%
+14,104
141
$669K 0.04%
14,775
+1,490
142
$656K 0.04%
1,793
+967
143
$647K 0.04%
2,678
+70
144
$642K 0.04%
1,250
145
$637K 0.04%
4,678
+2,718
146
$636K 0.04%
1,533
+36
147
$626K 0.04%
3,582
+218
148
$618K 0.04%
4,021
+214
149
$602K 0.04%
8,621
-33
150
$602K 0.04%
4,820
4 5
6
7 8