HCM

Howland Capital Management Portfolio holdings

AUM $2.63B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.16M
3
+$4.03M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.31M
5
XOM icon
Exxon Mobil
XOM
+$2.05M

Top Sells

1
+$19M
2
+$14M
3
+$8.42M
4
BNS icon
Scotiabank
BNS
+$6.54M
5
MDT icon
Medtronic
MDT
+$5.03M

Sector Composition

1 Technology 15.79%
2 Financials 13.49%
3 Healthcare 13.44%
4 Consumer Discretionary 7.38%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$716K 0.04%
3,579
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152
$691K 0.04%
3,009
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153
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165
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2,300
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175
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2,967
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