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
$1.32B
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$2.41M
3
+$2.09M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.96M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.51M

Top Sells

1
+$3.87M
2
+$3.27M
3
+$1.7M
4
PEP icon
PepsiCo
PEP
+$1.37M
5
CELG
Celgene Corp
CELG
+$1.21M

Sector Composition

1 Healthcare 16.46%
2 Technology 11.89%
3 Financials 11.42%
4 Consumer Discretionary 7.29%
5 Utilities 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$283K 0.02%
1,731
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177
$280K 0.02%
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179
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182
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185
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186
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187
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188
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189
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190
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191
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194
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195
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197
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198
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199
$213K 0.02%
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200
$213K 0.02%
978
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