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
$918M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$3.88M
3
+$3.5M
4
GG
Goldcorp Inc
GG
+$2.59M
5
TEL icon
TE Connectivity
TEL
+$1.85M

Top Sells

1
+$10M
2
+$3.06M
3
+$2.3M
4
XOM icon
Exxon Mobil
XOM
+$1.92M
5
MCD icon
McDonald's
MCD
+$1.74M

Sector Composition

1 Healthcare 18.51%
2 Technology 12.93%
3 Industrials 11.81%
4 Financials 10.18%
5 Energy 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$252K 0.03%
1,350
177
$248K 0.03%
5,228
+700
178
$234K 0.03%
3,323
179
$233K 0.03%
2,300
-85
180
$226K 0.02%
4,702
+383
181
$222K 0.02%
3,081
182
$222K 0.02%
2,050
+50
183
$217K 0.02%
1,994
-150
184
$213K 0.02%
1,976
185
$204K 0.02%
4,114
186
$185K 0.02%
18,847
187
$82K 0.01%
+15,550
188
$73K 0.01%
673
189
$65K 0.01%
+10,039
190
$38K ﹤0.01%
3,802
191
– –
-6,366
192
– –
-6,447
193
– –
-8,316
194
– –
-8,035
195
– –
-2,499
196
– –
-6,172
197
– –
-5,632
198
– –
-4,230
199
– –
-3,643
200
– –
-3,900
5 6 7
8
9