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
$1.23B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$19.8M
3
+$11.4M
4
KMX icon
CarMax
KMX
+$4.15M
5
TJX icon
TJX Companies
TJX
+$3.31M

Top Sells

1
+$21.9M
2
+$8.82M
3
+$6.33M
4
UPS icon
United Parcel Service
UPS
+$5.84M
5
LIN icon
Linde
LIN
+$4.82M

Sector Composition

1 Healthcare 18.45%
2 Technology 11.74%
3 Financials 10.73%
4 Consumer Discretionary 6.96%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$407K 0.03%
5,009
+375
152
$391K 0.03%
3,690
153
$387K 0.03%
2,203
154
$384K 0.03%
3,000
155
$382K 0.03%
13,030
156
$382K 0.03%
12,500
157
$374K 0.03%
8,529
158
$373K 0.03%
1,965
-21
159
$371K 0.03%
3,898
-152
160
$364K 0.03%
13,190
161
$345K 0.03%
9,294
162
$345K 0.03%
4,360
163
$345K 0.03%
8,569
164
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3,799
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165
$336K 0.03%
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166
$328K 0.03%
2,064
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167
$305K 0.02%
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-591
168
$303K 0.02%
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169
$303K 0.02%
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170
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3,733
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171
$298K 0.02%
11,400
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172
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1,577
-46
173
$272K 0.02%
4,375
174
$271K 0.02%
8,000
175
$270K 0.02%
3,631
-380
5 6
7
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