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
$1.63B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.7M
3
+$2.74M
4
AMZN icon
Amazon
AMZN
+$2.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.59M

Top Sells

1
+$33.2M
2
+$7.84M
3
+$5.54M
4
MMM icon
3M
MMM
+$3.56M
5
KNSL icon
Kinsale Capital Group
KNSL
+$2.67M

Sector Composition

1 Financials 14.29%
2 Technology 13.96%
3 Healthcare 13.67%
4 Consumer Discretionary 6.59%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$413K 0.03%
+8,974
177
$408K 0.03%
9,000
178
$403K 0.02%
1,339
179
$394K 0.02%
1,400
180
$394K 0.02%
2,000
181
$391K 0.02%
2,248
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182
$385K 0.02%
3,406
183
$381K 0.02%
6,999
-1,500
184
$350K 0.02%
4,360
185
$349K 0.02%
3,662
186
$349K 0.02%
12,320
+2,606
187
$341K 0.02%
1,068
188
$339K 0.02%
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189
$336K 0.02%
885
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190
$333K 0.02%
1,406
191
$333K 0.02%
+1,080
192
$330K 0.02%
+4,529
193
$329K 0.02%
+1,219
194
$328K 0.02%
+1,947
195
$327K 0.02%
1,166
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196
$325K 0.02%
4,064
-306
197
$315K 0.02%
38,616
+3,334
198
$314K 0.02%
4,850
-500
199
$308K 0.02%
7,611
-1,320
200
$305K 0.02%
4,052
6 7
8
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