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
$1.41B
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$7.52M
3
+$5.61M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$4.79M
5
UGI icon
UGI
UGI
+$4.09M

Top Sells

1
+$12.9M
2
+$4.79M
3
+$3.17M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.95M
5
ECL icon
Ecolab
ECL
+$1.7M

Sector Composition

1 Healthcare 15.8%
2 Technology 11.96%
3 Financials 11.66%
4 Consumer Discretionary 6.87%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$501K 0.04%
3,006
+6
152
$485K 0.03%
2,496
+6
153
$475K 0.03%
3,701
-17
154
$458K 0.03%
1,389
+16
155
$457K 0.03%
2,253
156
$456K 0.03%
20,333
157
$451K 0.03%
+4,002
158
$444K 0.03%
8,381
-3,249
159
$444K 0.03%
8,500
-500
160
$440K 0.03%
3,670
-178
161
$432K 0.03%
+5,157
162
$419K 0.03%
5,011
+1
163
$405K 0.03%
7,350
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164
$405K 0.03%
3,161
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165
$403K 0.03%
10,691
-1,000
166
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-27
167
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168
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169
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3,400
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170
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171
$362K 0.03%
9,102
172
$362K 0.03%
6,138
+141
173
$358K 0.03%
3,210
-230
174
$356K 0.03%
+118,210
175
$346K 0.02%
12,300
5 6
7
8 9