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
$1.23B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$19.8M
3
+$11.4M
4
KMX icon
CarMax
KMX
+$4.15M
5
TJX icon
TJX Companies
TJX
+$3.31M

Top Sells

1
+$21.9M
2
+$8.82M
3
+$6.33M
4
UPS icon
United Parcel Service
UPS
+$5.84M
5
LIN icon
Linde
LIN
+$4.82M

Sector Composition

1 Healthcare 18.45%
2 Technology 11.74%
3 Financials 10.73%
4 Consumer Discretionary 6.96%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$269K 0.02%
1,674
177
$253K 0.02%
1,043
178
$253K 0.02%
4,842
179
$252K 0.02%
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180
$250K 0.02%
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-28
181
$247K 0.02%
3,805
+300
182
$247K 0.02%
12,500
-10,000
183
$243K 0.02%
3,175
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184
$241K 0.02%
974
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185
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4,000
186
$235K 0.02%
2,367
187
$233K 0.02%
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188
$232K 0.02%
4,300
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189
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+1,483
190
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930
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191
$219K 0.02%
+2,620
192
$218K 0.02%
+4,056
193
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194
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2,805
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195
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8,064
-2,400
196
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10,500
197
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+1,925
198
$204K 0.02%
+1,420
199
$201K 0.02%
+3,196
200
$168K 0.01%
14,050
5 6 7
8
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