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
$1.4B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$65.9M
2
+$11.2M
3
+$8.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.03M
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$5.71M

Top Sells

1
+$57.7M
2
+$10.3M
3
+$5.13M
4
MELI icon
Mercado Libre
MELI
+$4.96M
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$3.78M

Sector Composition

1 Healthcare 15.64%
2 Technology 12.38%
3 Financials 11.35%
4 Consumer Discretionary 7.41%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$442K 0.03%
+972
152
$440K 0.03%
11,470
153
$437K 0.03%
2,490
154
$437K 0.03%
2,050
155
$431K 0.03%
2,979
156
$431K 0.03%
7,797
157
$414K 0.03%
+1,509
158
$404K 0.03%
+4,250
159
$400K 0.03%
21,732
-48,460
160
$382K 0.03%
7,184
-11,634
161
$375K 0.03%
8,000
162
$356K 0.03%
4,129
-450
163
$352K 0.03%
1,605
+216
164
$339K 0.02%
14,265
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165
$338K 0.02%
4,956
-1
166
$331K 0.02%
8,569
167
$325K 0.02%
1,103
+159
168
$322K 0.02%
4,102
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169
$320K 0.02%
4,022
+1,450
170
$316K 0.02%
+5,558
171
$316K 0.02%
3,870
172
$313K 0.02%
1,667
+86
173
$310K 0.02%
+4,087
174
$310K 0.02%
+1,932
175
$305K 0.02%
2,161
+200
5 6
7
8 9