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
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$2.41M
3
+$2.09M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.96M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.51M

Top Sells

1
+$3.87M
2
+$3.27M
3
+$1.7M
4
PEP icon
PepsiCo
PEP
+$1.37M
5
CELG
Celgene Corp
CELG
+$1.21M

Sector Composition

1 Healthcare 16.46%
2 Technology 11.89%
3 Financials 11.42%
4 Consumer Discretionary 7.29%
5 Utilities 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$491K 0.04%
14,604
152
$481K 0.04%
3,718
+28
153
$464K 0.04%
20,333
154
$461K 0.03%
3,901
+1
155
$458K 0.03%
9,000
156
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2,490
157
$444K 0.03%
11,691
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158
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3,000
159
$438K 0.03%
5,010
160
$425K 0.03%
+6,150
161
$423K 0.03%
3,848
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162
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163
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164
$386K 0.03%
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165
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166
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167
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168
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169
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170
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12,300
171
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3,440
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172
$335K 0.03%
3,134
-250
173
$325K 0.02%
+3,615
174
$324K 0.02%
+15,990
175
$319K 0.02%
+9,102
5 6
7
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