HCM

Howland Capital Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.18M
3
+$4.04M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.42M
5
AAPL icon
Apple
AAPL
+$2.27M

Top Sells

1
+$49M
2
+$19M
3
+$8.43M
4
BNS icon
Scotiabank
BNS
+$6.54M
5
MDT icon
Medtronic
MDT
+$4.98M

Sector Composition

1 Technology 15.79%
2 Financials 13.49%
3 Healthcare 13.44%
4 Consumer Discretionary 7.38%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$991K 0.06%
+39,925
127
$981K 0.06%
15,000
128
$966K 0.06%
12,335
-2,826
129
$952K 0.06%
13,719
-847
130
$924K 0.06%
10,513
-251
131
$922K 0.06%
28,235
+303
132
$915K 0.06%
23,534
+149
133
$911K 0.05%
4,389
-79
134
$876K 0.05%
29,257
+49
135
$871K 0.05%
7,104
-1,149
136
$870K 0.05%
1,893
+100
137
$866K 0.05%
6,393
+116
138
$858K 0.05%
16,421
+1,597
139
$853K 0.05%
9,178
-43
140
$846K 0.05%
5,800
141
$841K 0.05%
52,540
+2,000
142
$801K 0.05%
4,000
143
$793K 0.05%
11,091
+3,900
144
$779K 0.05%
5,685
145
$773K 0.05%
16,000
146
$757K 0.05%
60,000
147
$757K 0.05%
7,270
-100
148
$755K 0.05%
15,090
+425
149
$751K 0.05%
2,113
+93
150
$716K 0.04%
12,246
-310
4 5
6
7 8