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
$1.07B
AUM Growth
-$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$3.33M
3
+$2.67M
4
TEL icon
TE Connectivity
TEL
+$2.27M
5
AMT icon
American Tower
AMT
+$1.43M

Top Sells

1
+$17.2M
2
+$16.8M
3
+$3.59M
4
WFC icon
Wells Fargo
WFC
+$2.48M
5
YUM icon
Yum! Brands
YUM
+$2.22M

Sector Composition

1 Healthcare 18.88%
2 Technology 14.78%
3 Industrials 11.81%
4 Financials 8.89%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$274K 0.03%
+1,469
177
$271K 0.03%
5,267
-100
178
$270K 0.03%
6,106
179
$266K 0.02%
3,468
180
$264K 0.02%
3,081
181
$262K 0.02%
+5,916
182
$261K 0.02%
+2,525
183
$257K 0.02%
19,680
184
$257K 0.02%
30,000
185
$254K 0.02%
7,260
+81
186
$253K 0.02%
3,474
+120
187
$250K 0.02%
2,194
188
$250K 0.02%
26,147
189
$247K 0.02%
+4,000
190
$246K 0.02%
2,134
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191
$243K 0.02%
5,046
+224
192
$238K 0.02%
1,982
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193
$238K 0.02%
31,600
194
$235K 0.02%
+19,650
195
$233K 0.02%
+1,312
196
$223K 0.02%
1,528
-299
197
$221K 0.02%
2,534
+33
198
$217K 0.02%
+5,500
199
$210K 0.02%
3,994
-140
200
$206K 0.02%
+9,855
5 6 7
8
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