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
$1.74B
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$9.56M
3
+$6.22M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.84M
5
ORLY icon
O'Reilly Automotive
ORLY
+$4.51M

Top Sells

1
+$15.2M
2
+$8.01M
3
+$6.98M
4
AEM icon
Agnico Eagle Mines
AEM
+$4.58M
5
UGI icon
UGI
UGI
+$3.3M

Sector Composition

1 Technology 16.71%
2 Financials 14.1%
3 Healthcare 11.91%
4 Consumer Discretionary 7.81%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.02M 0.06%
15,000
127
$1.02M 0.06%
9,951
-371
128
$1M 0.06%
3,833
-556
129
$998K 0.06%
29,257
130
$996K 0.06%
12,980
131
$969K 0.06%
1,349
-4
132
$968K 0.06%
39,519
+26,207
133
$902K 0.05%
26,969
-1,266
134
$902K 0.05%
1,877
-16
135
$876K 0.05%
6,293
-100
136
$851K 0.05%
22,880
-654
137
$846K 0.05%
16,353
-68
138
$845K 0.05%
11,808
-1,911
139
$842K 0.05%
23,852
-7,012
140
$827K 0.05%
5,800
141
$820K 0.05%
9,795
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142
$804K 0.05%
11,091
143
$800K 0.05%
5,685
144
$786K 0.05%
7,104
145
$786K 0.05%
15,035
-55
146
$764K 0.04%
2,006
-107
147
$763K 0.04%
32,055
+4,800
148
$763K 0.04%
3,379
-200
149
$760K 0.04%
4,000
150
$755K 0.04%
1,858
+368
4 5
6
7 8