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
$1.71B
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.65M
3
+$7.76M
4
APH icon
Amphenol
APH
+$6.98M
5
META icon
Meta Platforms (Facebook)
META
+$6.38M

Top Sells

1
+$10.1M
2
+$6.59M
3
+$5.8M
4
TPL icon
Texas Pacific Land
TPL
+$4.61M
5
MDT icon
Medtronic
MDT
+$4.42M

Sector Composition

1 Technology 17.09%
2 Financials 14.5%
3 Healthcare 10.3%
4 Consumer Discretionary 7.79%
5 Communication Services 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.06M 0.06%
11,198
127
$1.03M 0.06%
3,983
-52
128
$1M 0.06%
25,852
+2,000
129
$959K 0.06%
3,833
130
$955K 0.06%
13,263
-181
131
$944K 0.06%
26,556
-413
132
$911K 0.05%
34,930
+9,600
133
$898K 0.05%
29,208
-49
134
$894K 0.05%
8,440
-231
135
$875K 0.05%
15,000
136
$860K 0.05%
1,877
137
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6,422
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138
$849K 0.05%
35,622
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139
$839K 0.05%
15,612
-741
140
$831K 0.05%
12,980
141
$800K 0.05%
11,808
142
$795K 0.05%
8,746
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143
$776K 0.05%
5,685
144
$756K 0.04%
12,902
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145
$754K 0.04%
6,177
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146
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15,035
147
$750K 0.04%
2,816
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148
$737K 0.04%
10,691
-400
149
$727K 0.04%
9,291
-504
150
$705K 0.04%
6,957
-2,994
4 5
6
7 8