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
$1.32B
AUM Growth
+$63.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$4.02M
3
+$2.73M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.29M
5
MDT icon
Medtronic
MDT
+$2.26M

Top Sells

1
+$10.8M
2
+$7.05M
3
+$4.32M
4
GE icon
GE Aerospace
GE
+$3.38M
5
AKAM icon
Akamai
AKAM
+$3.13M

Sector Composition

1 Healthcare 21.04%
2 Technology 13.65%
3 Financials 10.71%
4 Industrials 7.22%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$517K 0.04%
6,685
+24
152
$497K 0.04%
22,500
153
$485K 0.04%
2,900
154
$485K 0.04%
5,524
155
$480K 0.04%
4,262
-229
156
$476K 0.04%
5,896
157
$468K 0.04%
3,169
+53
158
$467K 0.04%
30,449
+8,667
159
$464K 0.04%
16,142
160
$455K 0.03%
3,960
161
$450K 0.03%
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162
$449K 0.03%
2,490
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163
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2,303
-33
164
$428K 0.03%
14,524
+1,722
165
$428K 0.03%
12,500
166
$417K 0.03%
2,014
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167
$416K 0.03%
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169
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170
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171
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3,690
-12
172
$367K 0.03%
1,523
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173
$366K 0.03%
9,294
-3,300
174
$345K 0.03%
8,415
-52,585
175
$344K 0.03%
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