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
$918M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$3.88M
3
+$3.5M
4
GG
Goldcorp Inc
GG
+$2.59M
5
TEL icon
TE Connectivity
TEL
+$1.85M

Top Sells

1
+$10M
2
+$3.06M
3
+$2.3M
4
XOM icon
Exxon Mobil
XOM
+$1.92M
5
MCD icon
McDonald's
MCD
+$1.74M

Sector Composition

1 Healthcare 18.51%
2 Technology 12.93%
3 Industrials 11.81%
4 Financials 10.18%
5 Energy 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$451K 0.05%
+14,500
152
$449K 0.05%
8,430
153
$426K 0.05%
3,653
154
$426K 0.05%
45,200
155
$423K 0.05%
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156
$397K 0.04%
4,744
-120
157
$391K 0.04%
10,040
+100
158
$363K 0.04%
+14,000
159
$350K 0.04%
7,000
160
$345K 0.04%
3,157
161
$339K 0.04%
10,938
162
$322K 0.04%
5,250
163
$316K 0.03%
4,183
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164
$305K 0.03%
8,529
165
$304K 0.03%
5,500
166
$296K 0.03%
5,175
167
$294K 0.03%
3,549
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168
$288K 0.03%
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-17,630
169
$282K 0.03%
3,665
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170
$280K 0.03%
3,660
171
$279K 0.03%
2,519
+48
172
$271K 0.03%
10,000
173
$262K 0.03%
1,220
174
$257K 0.03%
8,000
175
$256K 0.03%
6,106
5 6
7
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