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
$1.62B
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.28M
3
+$3.39M
4
SPGI icon
S&P Global
SPGI
+$3.26M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.09M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$6.9M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$5.58M
5
KMX icon
CarMax
KMX
+$5.29M

Sector Composition

1 Financials 14.78%
2 Healthcare 14.2%
3 Technology 14.15%
4 Consumer Discretionary 7%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$494K 0.03%
1,854
-12
177
$482K 0.03%
1,456
+47
178
$474K 0.03%
2,278
-400
179
$472K 0.03%
7,191
180
$471K 0.03%
3,406
181
$465K 0.03%
5,168
-530
182
$461K 0.03%
13,204
+794
183
$460K 0.03%
7,622
184
$460K 0.03%
3,461
-50
185
$459K 0.03%
2,578
-180
186
$455K 0.03%
24,731
-2,419
187
$449K 0.03%
6,995
-4
188
$421K 0.03%
1,400
189
$410K 0.03%
+15,560
190
$403K 0.02%
1,068
191
$401K 0.02%
6,729
192
$396K 0.02%
4,914
193
$380K 0.02%
8,050
194
$380K 0.02%
8,142
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195
$363K 0.02%
+14,100
196
$359K 0.02%
+14,260
197
$359K 0.02%
1,345
198
$357K 0.02%
38,616
199
$345K 0.02%
3,119
-6
200
$340K 0.02%
14,100
+5,600
6 7
8
9 10