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
$1.66B
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.18M
3
+$4.04M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.42M
5
AAPL icon
Apple
AAPL
+$2.27M

Top Sells

1
+$49M
2
+$19M
3
+$8.43M
4
BNS icon
Scotiabank
BNS
+$6.54M
5
MDT icon
Medtronic
MDT
+$4.98M

Sector Composition

1 Technology 15.79%
2 Financials 13.49%
3 Healthcare 13.44%
4 Consumer Discretionary 7.38%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$540K 0.03%
3,505
-55
177
$532K 0.03%
6,960
-2,590
178
$528K 0.03%
3,406
179
$513K 0.03%
4,220
-600
180
$507K 0.03%
2,836
-543
181
$497K 0.03%
18,680
+3,120
182
$494K 0.03%
2,516
+238
183
$493K 0.03%
9,993
-2,868
184
$487K 0.03%
3,476
+15
185
$477K 0.03%
9,282
186
$470K 0.03%
1,406
187
$469K 0.03%
24,380
-351
188
$467K 0.03%
1,635
+290
189
$463K 0.03%
6,002
-11
190
$442K 0.03%
17,100
+3,000
191
$442K 0.03%
+3,217
192
$441K 0.03%
17,260
+3,000
193
$419K 0.03%
2,777
+110
194
$417K 0.03%
1,014
+145
195
$415K 0.03%
1,400
196
$414K 0.03%
16,000
+1,900
197
$414K 0.03%
6,829
+100
198
$408K 0.02%
1,022
-46
199
$403K 0.02%
2,443
+513
200
$390K 0.02%
3,309
+1,009
6 7
8
9 10