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
$1.41B
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$7.52M
3
+$5.61M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$4.79M
5
UGI icon
UGI
UGI
+$4.09M

Top Sells

1
+$12.9M
2
+$4.79M
3
+$3.17M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.95M
5
ECL icon
Ecolab
ECL
+$1.7M

Sector Composition

1 Healthcare 15.8%
2 Technology 11.96%
3 Financials 11.66%
4 Consumer Discretionary 6.87%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$327K 0.02%
3,615
177
$326K 0.02%
1,594
-252
178
$310K 0.02%
1,842
+111
179
$309K 0.02%
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+90
180
$303K 0.02%
12,380
-96
181
$295K 0.02%
+913
182
$294K 0.02%
1,000
+22
183
$293K 0.02%
3,870
-10
184
$289K 0.02%
4,156
+1,021
185
$284K 0.02%
4,000
186
$281K 0.02%
2,257
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187
$278K 0.02%
4,970
-100
188
$277K 0.02%
4,343
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189
$271K 0.02%
6,831
+75
190
$270K 0.02%
1,961
+216
191
$266K 0.02%
4,522
-276
192
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3,360
193
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194
$263K 0.02%
3,294
-2,856
195
$261K 0.02%
10,500
196
$248K 0.02%
2,307
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197
$245K 0.02%
2,588
+16
198
$244K 0.02%
8,085
+25
199
$242K 0.02%
3,196
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200
$240K 0.02%
1,447
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