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
$2.24B
AUM Growth
-$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12M
3
+$7.57M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$7.14M
5
PG icon
Procter & Gamble
PG
+$5.19M

Top Sells

1
+$35.5M
2
+$25.2M
3
+$16.1M
4
STZ icon
Constellation Brands
STZ
+$13.9M
5
MSFT icon
Microsoft
MSFT
+$6.07M

Sector Composition

1 Technology 20.2%
2 Financials 14.48%
3 Healthcare 9.01%
4 Consumer Discretionary 7.65%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.57M 0.07%
37,668
-15
127
$1.56M 0.07%
9,047
128
$1.56M 0.07%
19,682
-605
129
$1.47M 0.07%
18,314
130
$1.46M 0.06%
4,669
+1,252
131
$1.45M 0.06%
9,040
132
$1.42M 0.06%
3,027
133
$1.38M 0.06%
13,949
+116
134
$1.37M 0.06%
19,671
-400
135
$1.31M 0.06%
4,447
-615
136
$1.26M 0.06%
12,078
137
$1.26M 0.06%
3,282
-614
138
$1.25M 0.06%
7,450
-492
139
$1.24M 0.06%
16,000
-118
140
$1.24M 0.06%
11,065
-2,021
141
$1.22M 0.05%
48,283
-14,218
142
$1.17M 0.05%
5,657
-97
143
$1.15M 0.05%
52,340
144
$1.14M 0.05%
15,549
-600
145
$1.13M 0.05%
6,596
146
$1.08M 0.05%
4,000
147
$1.08M 0.05%
7,711
-469
148
$1.01M 0.05%
6,422
149
$993K 0.04%
282,808
+20,200
150
$972K 0.04%
16,665
4 5
6
7 8