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
$1.56B
AUM Growth
-$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.25M
3
+$3.22M
4
QCOM icon
Qualcomm
QCOM
+$3.2M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$4.86M
2
+$2.89M
3
+$1.83M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.71M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.22M

Sector Composition

1 Financials 14.69%
2 Technology 14.64%
3 Healthcare 14.13%
4 Consumer Discretionary 6.65%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$908K 0.06%
22,700
-2,385
127
$899K 0.06%
4,035
+302
128
$886K 0.06%
4,725
129
$873K 0.06%
18,704
+4,600
130
$841K 0.05%
5,128
-177
131
$832K 0.05%
12,500
132
$801K 0.05%
+4,000
133
$799K 0.05%
14,566
-27
134
$778K 0.05%
29,208
+2,042
135
$770K 0.05%
3,672
+2,600
136
$733K 0.05%
5,685
137
$725K 0.05%
43,485
138
$720K 0.05%
8,661
139
$715K 0.05%
9,550
-2,810
140
$694K 0.04%
26,921
+4,985
141
$693K 0.04%
5,800
142
$673K 0.04%
3,584
+2
143
$668K 0.04%
5,877
+1,199
144
$649K 0.04%
1,286
+36
145
$648K 0.04%
14,775
146
$629K 0.04%
51,820
-35,000
147
$622K 0.04%
4,021
148
$621K 0.04%
7,370
+118
149
$619K 0.04%
1,533
150
$596K 0.04%
3,362
-500
4 5
6
7 8