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
$1.86B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$5.86M
3 +$2.96M
4
UNP icon
Union Pacific
UNP
+$2.81M
5
AEM icon
Agnico Eagle Mines
AEM
+$2.81M

Top Sells

1 +$7.51M
2 +$5.51M
3 +$3.16M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$1.75M
5
UGI icon
UGI
UGI
+$1.31M

Sector Composition

1 Financials 14.5%
2 Healthcare 13.88%
3 Technology 12.98%
4 Consumer Discretionary 6.54%
5 Communication Services 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$467K 0.03%
26,166
+2,482
152
$453K 0.02%
3,406
153
$453K 0.02%
4,360
154
$446K 0.02%
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155
$443K 0.02%
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156
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35,282
157
$427K 0.02%
6,793
+1,321
158
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1,400
159
$418K 0.02%
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160
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161
$411K 0.02%
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162
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163
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3,034
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164
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165
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1,068
166
$387K 0.02%
1,034
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167
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168
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169
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170
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171
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5,040
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172
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1,476
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173
$351K 0.02%
1,728
+150
174
$348K 0.02%
14,050
175
$336K 0.02%
740
+68