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
$882M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$9.4M
3
+$5.09M
4
VZ icon
Verizon
VZ
+$3.96M
5
YUM icon
Yum! Brands
YUM
+$3.25M

Top Sells

1
+$9.51M
2
+$8.71M
3
+$5.78M
4
PEP icon
PepsiCo
PEP
+$5.25M
5
FTR
Frontier Communications Corp.
FTR
+$2M

Sector Composition

1 Healthcare 16.3%
2 Technology 12.56%
3 Industrials 11.52%
4 Financials 9.48%
5 Energy 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$206K 0.02%
9,188
+249
177
$204K 0.02%
5,500
178
$203K 0.02%
+5,866
179
$202K 0.02%
+1,914
180
$201K 0.02%
4,790
181
$160K 0.02%
18,706
182
$66K 0.01%
2,286
183
$47K 0.01%
3,802
184
– –
-14,918
185
– –
-11,718
186
– –
-4,378
187
– –
-237,276
188
– –
-5,067
189
– –
-272,322
4 5 6 7
8