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
$1.97B
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$2.65M
3
+$1.59M
4
PHYS icon
Sprott Physical Gold
PHYS
+$1.48M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.03M

Top Sells

1
+$15.5M
2
+$7.7M
3
+$5.74M
4
ADP icon
Automatic Data Processing
ADP
+$5.47M
5
DE icon
Deere & Co
DE
+$5.14M

Sector Composition

1 Healthcare 14.34%
2 Technology 13.74%
3 Financials 13.31%
4 Consumer Discretionary 7.36%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$374K 0.02%
3,119
177
$363K 0.02%
5,472
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178
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4,091
-151
179
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182
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186
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189
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190
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198
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200
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780
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