HCM

Howland Capital Management Portfolio holdings

AUM $2.45B
1-Year Est. Return 18.92%
This Quarter Est. Return
1 Year Est. Return
+18.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$882M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$9.4M
3
+$5.09M
4
VZ icon
Verizon
VZ
+$3.96M
5
YUM icon
Yum! Brands
YUM
+$3.25M

Top Sells

1
+$9.51M
2
+$8.71M
3
+$5.78M
4
PEP icon
PepsiCo
PEP
+$5.25M
5
FTR
Frontier Communications Corp.
FTR
+$2M

Sector Composition

1 Healthcare 16.3%
2 Technology 12.56%
3 Industrials 11.52%
4 Financials 9.48%
5 Energy 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$314K 0.04%
10,956
152
$308K 0.03%
1,220
-20
153
$307K 0.03%
6,447
154
$303K 0.03%
3,782
-20
155
$299K 0.03%
2,400
156
$297K 0.03%
4,454
157
$295K 0.03%
5,000
158
$291K 0.03%
3,350
159
$286K 0.03%
7,160
+111
160
$282K 0.03%
8,000
161
$276K 0.03%
2,461
+30
162
$273K 0.03%
5,605
163
$270K 0.03%
9,716
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164
$269K 0.03%
5,921
165
$261K 0.03%
2,494
+20
166
$259K 0.03%
3,720
167
$258K 0.03%
7,376
168
$244K 0.03%
+2,270
169
$243K 0.03%
+3,423
170
$239K 0.03%
6,172
171
$239K 0.03%
2,460
172
$233K 0.03%
+9,505
173
$231K 0.03%
1,855
174
$218K 0.02%
4,614
175
$207K 0.02%
+3,524
4 5 6
7
8