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
$805M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.44M
3
+$2.02M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$1.88M
5
AMT icon
American Tower
AMT
+$1.59M

Top Sells

1
+$2.85M
2
+$2.51M
3
+$1.54M
4
IBM icon
IBM
IBM
+$1.3M
5
BND icon
Vanguard Total Bond Market
BND
+$1.07M

Sector Composition

1 Healthcare 15.79%
2 Industrials 12.22%
3 Technology 11.98%
4 Energy 9.64%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$317K 0.04%
+1,240
152
$297K 0.04%
4,454
153
$294K 0.04%
5,000
154
$290K 0.04%
3,802
+50
155
$288K 0.04%
5,921
156
$286K 0.04%
7,459
157
$284K 0.04%
2,400
158
$281K 0.03%
8,000
159
$280K 0.03%
5,605
160
$279K 0.03%
3,350
161
$267K 0.03%
2,431
+71
162
$266K 0.03%
+7,049
163
$265K 0.03%
10,956
164
$259K 0.03%
7,376
165
$255K 0.03%
2,474
166
$253K 0.03%
9,074
-80
167
$246K 0.03%
1,855
168
$240K 0.03%
6,000
-1,200
169
$235K 0.03%
+4,300
170
$235K 0.03%
3,720
-600
171
$231K 0.03%
6,172
172
$228K 0.03%
+2,460
173
$223K 0.03%
4,790
174
$220K 0.03%
+5,067
175
$217K 0.03%
+5,500
4 5 6
7
8