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
$1.56B
AUM Growth
-$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.25M
3
+$3.22M
4
QCOM icon
Qualcomm
QCOM
+$3.2M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$4.86M
2
+$2.89M
3
+$1.83M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.71M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.22M

Sector Composition

1 Financials 14.69%
2 Technology 14.64%
3 Healthcare 14.13%
4 Consumer Discretionary 6.65%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$449K 0.03%
1,339
177
$446K 0.03%
3,511
-245
178
$430K 0.03%
3,406
179
$426K 0.03%
9,861
+2,250
180
$419K 0.03%
4,976
+2,199
181
$416K 0.03%
27,150
+212
182
$411K 0.03%
7,622
183
$408K 0.03%
6,999
184
$403K 0.03%
7,191
-110
185
$403K 0.03%
2,000
186
$393K 0.03%
42,700
+17,700
187
$393K 0.03%
2,355
+107
188
$391K 0.03%
1,409
-422
189
$369K 0.02%
14,771
+4,735
190
$365K 0.02%
1,400
191
$364K 0.02%
4,360
192
$354K 0.02%
12,410
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193
$353K 0.02%
984
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194
$351K 0.02%
4,914
195
$346K 0.02%
1,345
+465
196
$332K 0.02%
38,616
197
$330K 0.02%
2,002
198
$329K 0.02%
3,662
199
$323K 0.02%
1,068
200
$306K 0.02%
7,414
+2,499
6 7
8
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