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
$1.16B
AUM Growth
+$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$15M
3
+$4.57M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.25M
5
CELG
Celgene Corp
CELG
+$4.01M

Top Sells

1
+$7.9M
2
+$7.2M
3
+$2.63M
4
XOM icon
Exxon Mobil
XOM
+$1.93M
5
KMX icon
CarMax
KMX
+$1.23M

Sector Composition

1 Healthcare 19.26%
2 Technology 13.54%
3 Industrials 10.61%
4 Financials 8.69%
5 Energy 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$522K 0.05%
21,033
-79
152
$507K 0.04%
4,505
+1,980
153
$503K 0.04%
7,630
-2,250
154
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6,967
155
$498K 0.04%
14,664
156
$468K 0.04%
5,593
157
$461K 0.04%
8,946
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158
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1,970
159
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3,070
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160
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5,072
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161
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6,324
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162
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8,529
163
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3,112
164
$404K 0.04%
4,743
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165
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3,500
166
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167
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169
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170
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5,500
171
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172
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2,182
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173
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27,500
-2,500
174
$343K 0.03%
2,203
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175
$334K 0.03%
4,060
5 6
7
8 9