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
$1.4B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$65.9M
2
+$11.2M
3
+$8.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.03M
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$5.71M

Top Sells

1
+$57.7M
2
+$10.3M
3
+$5.13M
4
MELI icon
Mercado Libre
MELI
+$4.96M
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$3.78M

Sector Composition

1 Healthcare 15.64%
2 Technology 12.38%
3 Financials 11.35%
4 Consumer Discretionary 7.41%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$291K 0.02%
7,293
+231
177
$289K 0.02%
5,666
+1,144
178
$288K 0.02%
3,250
-115
179
$282K 0.02%
911
+26
180
$277K 0.02%
9,102
181
$276K 0.02%
1,030
182
$275K 0.02%
+9,250
183
$268K 0.02%
10,019
184
$265K 0.02%
4,650
+650
185
$264K 0.02%
2,257
186
$251K 0.02%
+11,293
187
$249K 0.02%
4,400
-100
188
$244K 0.02%
+1,911
189
$241K 0.02%
10,314
+90
190
$240K 0.02%
3,935
-221
191
$236K 0.02%
11,419
-37
192
$234K 0.02%
1,742
193
$233K 0.02%
+3,100
194
$226K 0.02%
+1,950
195
$223K 0.02%
14,050
196
$221K 0.02%
+1,263
197
$220K 0.02%
5,083
-1,333,949
198
$214K 0.02%
+1,113
199
$213K 0.02%
20,333
200
$207K 0.01%
+2,267
5 6 7
8
9