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
$1.21B
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$1.82M
3
+$1.75M
4
AWK icon
American Water Works
AWK
+$1.43M
5
FRC
First Republic Bank
FRC
+$1.07M

Top Sells

1
+$8.8M
2
+$6.61M
3
+$1.07M
4
VZ icon
Verizon
VZ
+$953K
5
AKAM icon
Akamai
AKAM
+$924K

Sector Composition

1 Healthcare 19.74%
2 Technology 12.51%
3 Industrials 9.94%
4 Financials 9.57%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$524K 0.04%
10,805
152
$499K 0.04%
14,664
153
$489K 0.04%
7,709
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154
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7,318
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155
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3,112
156
$461K 0.04%
3,500
157
$459K 0.04%
8,529
158
$455K 0.04%
5,474
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159
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-100
160
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5,500
161
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5,593
162
$437K 0.04%
27,500
163
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164
$427K 0.04%
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165
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166
$420K 0.03%
8,217
167
$414K 0.03%
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168
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169
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170
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171
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15,419
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172
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7,651
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173
$380K 0.03%
6,048
174
$380K 0.03%
10,938
175
$373K 0.03%
15,500
5 6
7
8 9