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
$1.93B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.83M
3
+$4.68M
4
SPGI icon
S&P Global
SPGI
+$3.78M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$3.54M

Top Sells

1
+$4.93M
2
+$3.78M
3
+$2.04M
4
UGI icon
UGI
UGI
+$1.73M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.2M

Sector Composition

1 Healthcare 14.73%
2 Financials 12.48%
3 Technology 12.15%
4 Consumer Discretionary 7.67%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$435K 0.02%
7,770
-1,432
177
$431K 0.02%
3,030
178
$426K 0.02%
9,054
179
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-424
180
$417K 0.02%
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181
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182
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4,370
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183
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184
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1,705
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185
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3,635
186
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8,600
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187
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188
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189
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190
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3,100
191
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192
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193
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194
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195
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1,054
196
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197
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198
$301K 0.02%
700
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199
$298K 0.02%
1,657
200
$291K 0.02%
1,881
+297
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