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
$1.56B
AUM Growth
-$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.25M
3
+$3.22M
4
QCOM icon
Qualcomm
QCOM
+$3.2M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$4.86M
2
+$2.89M
3
+$1.83M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.71M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.22M

Sector Composition

1 Financials 14.69%
2 Technology 14.64%
3 Healthcare 14.13%
4 Consumer Discretionary 6.65%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$585K 0.04%
14,616
+1,152
152
$571K 0.04%
3,851
+750
153
$557K 0.04%
2,678
154
$554K 0.04%
2,986
155
$550K 0.04%
3,379
+180
156
$548K 0.04%
+1,414
157
$546K 0.04%
4,820
158
$545K 0.04%
2,020
+4
159
$535K 0.03%
62,834
+14,296
160
$530K 0.03%
1,840
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161
$526K 0.03%
8,621
162
$518K 0.03%
16,000
163
$505K 0.03%
9,142
+1,349
164
$500K 0.03%
1,866
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165
$500K 0.03%
11,988
+3,014
166
$498K 0.03%
3,685
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167
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2,180
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168
$491K 0.03%
13,603
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169
$475K 0.03%
2,758
170
$472K 0.03%
12,979
-6,241
171
$471K 0.03%
6,013
+3,011
172
$459K 0.03%
8,050
173
$457K 0.03%
3,076
+800
174
$456K 0.03%
6,729
+2,200
175
$456K 0.03%
5,698
5 6
7
8 9