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
$1B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.05M
3
+$1.7M
4
CDK
CDK Global, Inc.
CDK
+$1.46M
5
AMT icon
American Tower
AMT
+$1.37M

Top Sells

1
+$13.6M
2
+$2.28M
3
+$1.88M
4
NUAN
Nuance Communications, Inc.
NUAN
+$1.53M
5
BKF icon
iShares MSCI BIC ETF
BKF
+$1.17M

Sector Composition

1 Healthcare 17.08%
2 Technology 12.3%
3 Industrials 11.49%
4 Financials 9.72%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$260K 0.03%
2,246
-128
177
$258K 0.03%
6,172
178
$254K 0.03%
5,500
179
$250K 0.02%
3,492
-786
180
$249K 0.02%
4,413
181
$243K 0.02%
3,081
-40
182
$238K 0.02%
+5,632
183
$235K 0.02%
5,966
184
$228K 0.02%
4,273
185
$225K 0.02%
1,976
186
$225K 0.02%
4,214
187
$224K 0.02%
+2,960
188
$224K 0.02%
+2,000
189
$217K 0.02%
4,427
-165
190
$210K 0.02%
+17,400
191
$208K 0.02%
+3,900
192
$206K 0.02%
+2,441
193
$205K 0.02%
+4,790
194
$204K 0.02%
+4,042
195
$200K 0.02%
+4,364
196
$56K 0.01%
2,286
197
$42K ﹤0.01%
3,802
198
– –
-8,632
199
– –
-7,069
200
– –
-6,000
5 6 7
8
9