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
$1.63B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.7M
3
+$2.74M
4
AMZN icon
Amazon
AMZN
+$2.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.59M

Top Sells

1
+$33.2M
2
+$7.84M
3
+$5.54M
4
MMM icon
3M
MMM
+$3.56M
5
KNSL icon
Kinsale Capital Group
KNSL
+$2.67M

Sector Composition

1 Financials 14.29%
2 Technology 13.96%
3 Healthcare 13.67%
4 Consumer Discretionary 6.59%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$580K 0.04%
2,016
+180
152
$576K 0.04%
16,000
153
$576K 0.04%
14,376
+4,500
154
$574K 0.04%
13,464
+2,084
155
$565K 0.03%
26,938
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156
$558K 0.03%
944
-15
157
$554K 0.03%
43,485
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158
$554K 0.03%
7,252
-28
159
$536K 0.03%
2,986
+246
160
$533K 0.03%
3,101
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161
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2,186
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162
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+2,276
163
$519K 0.03%
3,620
164
$518K 0.03%
3,199
165
$508K 0.03%
+48,538
166
$492K 0.03%
3,756
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167
$487K 0.03%
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168
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5,698
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169
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170
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171
$476K 0.03%
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172
$456K 0.03%
7,301
173
$455K 0.03%
4,914
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174
$437K 0.03%
+7,622
175
$420K 0.03%
8,050
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7
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