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
$805M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.44M
3
+$2.02M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$1.88M
5
AMT icon
American Tower
AMT
+$1.59M

Top Sells

1
+$2.85M
2
+$2.51M
3
+$1.54M
4
IBM icon
IBM
IBM
+$1.3M
5
BND icon
Vanguard Total Bond Market
BND
+$1.07M

Sector Composition

1 Healthcare 15.79%
2 Industrials 12.22%
3 Technology 11.98%
4 Energy 9.64%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$216K 0.03%
+4,378
177
$203K 0.03%
4,614
-647
178
$201K 0.03%
8,939
-336
179
$189K 0.02%
14,918
180
$153K 0.02%
18,706
181
$152K 0.02%
11,718
182
$53K 0.01%
2,286
183
$46K 0.01%
3,802
184
– –
-5,000
185
– –
-43,649
186
– –
-9,582
187
– –
-15,451
188
– –
-4,774
189
– –
-14,907
190
– –
-15,000
4 5 6 7
8