HCM

Howland Capital Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$1.82M
3
+$1.75M
4
AWK icon
American Water Works
AWK
+$1.43M
5
FRC
First Republic Bank
FRC
+$1.07M

Top Sells

1
+$8.8M
2
+$6.61M
3
+$1.07M
4
VZ icon
Verizon
VZ
+$953K
5
AKAM icon
Akamai
AKAM
+$924K

Sector Composition

1 Healthcare 19.74%
2 Technology 12.51%
3 Industrials 9.94%
4 Financials 9.57%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$370K 0.03%
1,986
177
$366K 0.03%
1,960
-155
178
$355K 0.03%
19,650
179
$354K 0.03%
5,524
180
$345K 0.03%
1,920
-50
181
$337K 0.03%
5,708
-6,000
182
$335K 0.03%
5,523
183
$331K 0.03%
1,469
184
$331K 0.03%
3,690
+216
185
$325K 0.03%
4,060
186
$316K 0.03%
7,049
187
$316K 0.03%
3,300
188
$313K 0.03%
2,395
189
$305K 0.03%
973
+43
190
$293K 0.02%
3,814
+546
191
$268K 0.02%
2,027
192
$266K 0.02%
1,046
-25
193
$264K 0.02%
3,850
+187
194
$263K 0.02%
12,636
195
$263K 0.02%
2,881
196
$262K 0.02%
21,774
-651
197
$261K 0.02%
1,982
198
$261K 0.02%
2,222
199
$254K 0.02%
5,010
+76
200
$253K 0.02%
4,200
6 7
8
9 10