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
$1.07B
AUM Growth
-$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$3.33M
3
+$2.67M
4
TEL icon
TE Connectivity
TEL
+$2.27M
5
AMT icon
American Tower
AMT
+$1.43M

Top Sells

1
+$17.2M
2
+$16.8M
3
+$3.59M
4
WFC icon
Wells Fargo
WFC
+$2.48M
5
YUM icon
Yum! Brands
YUM
+$2.22M

Sector Composition

1 Healthcare 18.88%
2 Technology 14.78%
3 Industrials 11.81%
4 Financials 8.89%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$442K 0.04%
14,160
-6,000
152
$441K 0.04%
14,664
153
$439K 0.04%
3,333
-75
154
$434K 0.04%
5,023
+300
155
$429K 0.04%
8,529
156
$419K 0.04%
3,441
+264
157
$418K 0.04%
3,867
158
$407K 0.04%
5,593
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159
$407K 0.04%
6,847
160
$377K 0.04%
32,398
-6,715
161
$373K 0.03%
5,430
162
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5,500
-4
163
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8,217
164
$360K 0.03%
+5,103
165
$359K 0.03%
+3,500
166
$359K 0.03%
4,877
167
$345K 0.03%
3,112
168
$335K 0.03%
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169
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3,300
170
$314K 0.03%
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171
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2,300
172
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5,408
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173
$289K 0.03%
+4,060
174
$288K 0.03%
5,739
+300
175
$284K 0.03%
21,112
-860
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7
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